SC

Syon Capital Portfolio holdings

AUM $1.86B
1-Year Est. Return 22.66%
This Quarter Est. Return
1 Year Est. Return
+22.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$75.8M
2
+$13.8M
3
+$12M
4
AAPL icon
Apple
AAPL
+$9.07M
5
META icon
Meta Platforms (Facebook)
META
+$7.07M

Top Sells

1
+$58.3M
2
+$18.2M
3
+$10.3M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.28M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$3.29M

Sector Composition

1 Technology 14.54%
2 Healthcare 7.12%
3 Financials 7.05%
4 Communication Services 4.62%
5 Industrials 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.88M 0.4%
29,441
+3,444
52
$4.81M 0.39%
106,203
-955
53
$4.76M 0.39%
22,725
+1,680
54
$4.58M 0.37%
35,322
-14,624
55
$4.43M 0.36%
+105,249
56
$4.39M 0.36%
99,473
+1,284
57
$4.39M 0.36%
100,381
-11,309
58
$3.88M 0.32%
7,540
-566
59
$3.69M 0.3%
36,856
+263
60
$3.56M 0.29%
33,945
+542
61
$3.52M 0.29%
25,162
-15
62
$3.43M 0.28%
115,136
63
$3.31M 0.27%
19,799
-930
64
$3.2M 0.26%
8,739
+1,618
65
$3.16M 0.26%
46,122
-4,318
66
$3.08M 0.25%
61,937
+12,808
67
$3.06M 0.25%
13,973
+438
68
$3.02M 0.25%
5,531
+360
69
$2.98M 0.24%
22,498
+2,867
70
$2.95M 0.24%
26,151
+3,685
71
$2.95M 0.24%
11,372
-959
72
$2.93M 0.24%
10,348
+294
73
$2.9M 0.24%
30,059
+5,874
74
$2.84M 0.23%
6,089
+478
75
$2.83M 0.23%
39,458
+4,022
1 2
3
4 5