SC
Syon Capital Portfolio holdings
AUM
$1.51B
1-Year Est. Return
19.75%
1 Year Est. Return
+19.75%
AUM
$1.51B
AUM Growth
+$281M
(+23%)
Holding
792
Top Buys
| 1 | +$62.9M | |
| 2 | +$27.5M | |
| 3 | +$20.6M | |
| 4 |
XYZ
Block Inc
XYZ
|
+$14.7M |
| 5 |
iShares Bitcoin Trust
IBIT
|
+$12.3M |
Top Sells
| 1 | +$15.6M | |
| 2 | +$15.6M | |
| 3 | +$11.6M | |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$9.68M |
| 5 |
iShares California Muni Bond ETF
CMF
|
+$7.82M |
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 | |
|---|---|---|---|---|---|---|
76
Philip Morris
PM
$245B
| $2.86M | 0.19% |
15,722
+2,296
|
|
||
77
Intuit
INTU
$190B
| $2.85M | 0.19% |
3,620
+907
|
|
||
78
Marathon Petroleum
MPC
$59.7B
| $2.79M | 0.18% |
16,768
+183
|
|
||
79
Vanguard Energy ETF
VDE
$7.22B
| $2.77M | 0.18% |
23,239
-12,083
|
|
||
80
Boston Scientific
BSX
$150B
| $2.74M | 0.18% |
25,465
+4,277
|
|
||
81
Progressive
PGR
$128B
| $2.71M | 0.18% |
10,150
-198
|
|
||
82
GE Aerospace
GE
$321B
| $2.71M | 0.18% |
10,509
+1,395
|
|
||
83
Coca-Cola
KO
$300B
| $2.69M | 0.18% |
38,058
-1,400
|
|
||
84
iShares MSCI Canada ETF
EWC
$3.38B
| $2.59M | 0.17% |
56,134
-8,354
|
|
||
85
Morgan Stanley
MS
$261B
| $2.56M | 0.17% |
18,205
+1,344
|
|
||
86
iShares Core S&P Small-Cap ETF
IJR
$87.3B
| $2.53M | 0.17% |
23,122
-56,500
|
|
||
87
Caterpillar
CAT
$245B
| $2.49M | 0.16% |
6,426
-140
|
|
||
88
Eaton
ETN
$146B
| $2.49M | 0.16% |
6,962
+1,294
|
|
||
89
Stryker
SYK
$146B
| $2.42M | 0.16% |
6,115
+40
|
|
||
90
Advanced Micro Devices
AMD
$410B
| $2.42M | 0.16% |
17,031
+1,623
|
|
||
91
VanEck Bitcoin Trust
HODL
$1.67B
| $2.33M | 0.15% |
76,524
-513,012
|
|
||
92
Janus Henderson AAA CLO ETF
JAAA
$25.1B
| $2.28M | 0.15% |
+44,912
|
|
||
93
McDonald's
MCD
$218B
| $2.27M | 0.15% |
7,763
+349
|
|
||
94
Capital One
COF
$143B
| $2.24M | 0.15% |
10,538
+5,729
|
|
||
95
Amgen
AMGN
$157B
| $2.23M | 0.15% |
7,980
-918
|
|
||
96
Applied Materials
AMAT
$182B
| $2.22M | 0.15% |
12,135
+895
|
|
||
97
American Express
AXP
$246B
| $2.2M | 0.14% |
6,882
+988
|
|
||
98
Blackrock
BLK
$176B
| $2.19M | 0.14% |
2,084
+254
|
|
||
99
Adobe
ADBE
$148B
| $2.18M | 0.14% |
5,645
+785
|
|
||
100
Intuitive Surgical
ISRG
$194B
| $2.17M | 0.14% |
3,994
-34
|
|