SC

Syon Capital Portfolio holdings

AUM $2.01B
1-Year Est. Return 25.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.51B
AUM Growth
+$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$23M
3
+$20.5M
4
XYZ
Block Inc
XYZ
+$12.6M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$11.3M

Top Sells

1
+$15.6M
2
+$14.3M
3
+$11.3M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$9.55M
5
CMF icon
iShares California Muni Bond ETF
CMF
+$7.79M

Sector Composition

1 Technology 17.3%
2 Consumer Discretionary 8.56%
3 Financials 7.91%
4 Communication Services 7.37%
5 Healthcare 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.2M 0.34%
23,803
-1,359
52
$5.2M 0.34%
105,073
-1,130
53
$4.99M 0.33%
+47,402
54
$4.91M 0.33%
107,274
+2,025
55
$4.71M 0.31%
29,581
-844
56
$4.51M 0.3%
12,295
+3,556
57
$4.4M 0.29%
6,211
+680
58
$4.32M 0.29%
89,504
-10,877
59
$4.23M 0.28%
23,914
-5,200
60
$4.03M 0.27%
26,403
-3,038
61
$4.02M 0.27%
29,823
-28,220
62
$3.97M 0.26%
+80,072
63
$3.96M 0.26%
21,348
-1,377
64
$3.91M 0.26%
39,030
+2,174
65
$3.79M 0.25%
6,666
-874
66
$3.77M 0.25%
79,723
+15,948
67
$3.63M 0.24%
115,136
68
$3.42M 0.23%
51,682
+27,881
69
$3.41M 0.23%
45,508
-614
70
$3.15M 0.21%
26,031
-120
71
$3.1M 0.21%
22,792
+294
72
$3.08M 0.2%
28,394
-1,665
73
$3.01M 0.2%
6,421
+332
74
$2.96M 0.2%
32,969
-976
75
$2.92M 0.19%
9,355
-4,987
1 2
3
4 5