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
76
$2.77M 0.23%
8,898
+2,115
77
$2.68M 0.22%
29,888
+681
78
$2.66M 0.22%
63,775
+4,093
79
$2.63M 0.21%
64,488
+3,619
80
$2.6M 0.21%
+4,725
81
$2.59M 0.21%
7,963
+1,056
82
$2.42M 0.2%
16,585
+242
83
$2.32M 0.19%
7,414
+669
84
$2.26M 0.18%
6,075
+436
85
$2.24M 0.18%
4,504
+615
86
$2.17M 0.18%
14,467
+4,476
87
$2.17M 0.18%
6,566
+513
88
$2.14M 0.17%
21,188
+2,239
89
$2.13M 0.17%
13,426
+2,154
90
$2.09M 0.17%
51,250
+522
91
$2.09M 0.17%
18,637
+558
92
$2.01M 0.16%
41,226
+2,255
93
$1.99M 0.16%
4,028
+311
94
$1.97M 0.16%
8,072
+445
95
$1.97M 0.16%
16,861
+7,555
96
$1.94M 0.16%
8,302
+1,463
97
$1.86M 0.15%
4,860
+1,720
98
$1.82M 0.15%
9,114
+1,750
99
$1.82M 0.15%
13,727
+2,284
100
$1.82M 0.15%
4,178
+480
2 3
4
5 6