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
76
$2.86M 0.19%
15,722
+2,296
77
$2.85M 0.19%
3,620
+907
78
$2.79M 0.18%
16,768
+183
79
$2.77M 0.18%
23,239
-12,083
80
$2.74M 0.18%
25,465
+4,277
81
$2.71M 0.18%
10,150
-198
82
$2.71M 0.18%
10,509
+1,395
83
$2.69M 0.18%
38,058
-1,400
84
$2.59M 0.17%
56,134
-8,354
85
$2.56M 0.17%
18,205
+1,344
86
$2.53M 0.17%
23,122
-56,500
87
$2.49M 0.17%
6,426
-140
88
$2.49M 0.16%
6,962
+1,294
89
$2.42M 0.16%
6,115
+40
90
$2.42M 0.16%
17,031
+1,623
91
$2.33M 0.15%
76,524
-513,012
92
$2.28M 0.15%
+44,912
93
$2.27M 0.15%
7,763
+349
94
$2.24M 0.15%
10,538
+5,729
95
$2.23M 0.15%
7,980
-918
96
$2.22M 0.15%
12,135
+895
97
$2.2M 0.15%
6,882
+988
98
$2.19M 0.14%
2,084
+254
99
$2.18M 0.14%
5,645
+785
100
$2.17M 0.14%
3,994
-34
2 3
4
5 6