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 | |
|---|---|---|---|---|---|---|
101
Gilead Sciences
GILD
$150B
| $2.17M | 0.14% |
19,540
+903
|
|
||
102
McKesson
MCK
$99.7B
| $2.17M | 0.14% |
2,956
+383
|
|
||
103
RTX Corp
RTX
$240B
| $2.14M | 0.14% |
14,682
+955
|
|
||
104
Vanguard Consumer Discretionary ETF
VCR
$6.46B
| $2.13M | 0.14% |
5,865
-2,098
|
|
||
105
Honeywell
HON
$137B
| $2.06M | 0.14% |
8,847
+1,144
|
|
||
106
Wells Fargo
WFC
$272B
| $2.06M | 0.14% |
25,711
+3,212
|
|
||
107
Technology Select Sector SPDR Fund
XLK
$96.5B
| $2.06M | 0.14% |
8,123
-286
|
|
||
108
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$5.47B
| $2.02M | 0.13% |
37,083
-4,143
|
|
||
109
Chevron
CVX
$313B
| $2.01M | 0.13% |
14,048
-5,751
|
|
||
110
Booking.com
BKNG
$167B
| $2M | 0.13% |
345
+41
|
|
||
111
BHP
BHP
$141B
| $1.99M | 0.13% |
41,359
+11,830
|
|
||
112
Accenture
ACN
$154B
| $1.98M | 0.13% |
6,631
+1,758
|
|
||
113
Cisco
CSCO
$279B
| $1.96M | 0.13% |
28,289
-1,081
|
|
||
114
Vanguard Consumer Staples ETF
VDC
$7.4B
| $1.95M | 0.13% |
8,900
-5,073
|
|
||
115
SAP
SAP
$314B
| $1.92M | 0.13% |
6,301
+1,348
|
|
||
116
Salesforce
CRM
$243B
| $1.91M | 0.13% |
6,999
+352
|
|
||
117
Amphenol
APH
$163B
| $1.87M | 0.12% |
18,893
+2,007
|
|
||
118
Marsh & McLennan
MMC
$91.4B
| $1.84M | 0.12% |
8,435
+363
|
|
||
119
Lam Research
LRCX
$191B
| $1.84M | 0.12% |
18,900
+1,421
|
|
||
120
Lowe's Companies
LOW
$136B
| $1.84M | 0.12% |
8,291
-11
|
|
||
121
Automatic Data Processing
ADP
$114B
| $1.84M | 0.12% |
5,951
+385
|
|
||
122
British American Tobacco
BTI
$113B
| $1.82M | 0.12% |
38,557
-4,373
|
|
||
123
Lockheed Martin
LMT
$112B
| $1.79M | 0.12% |
3,872
+789
|
|
||
124
Cigna
CI
$80.6B
| $1.75M | 0.12% |
5,283
+971
|
|
||
125
Merck
MRK
$219B
| $1.74M | 0.12% |
22,032
-7,856
|
|