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SC

Syon Capital Portfolio holdings

AUM $1.99B
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.99B
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$23M
3
+$23M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$19.8M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$17.3M

Top Sells

1
+$35.3M
2
+$21.1M
3
+$13.2M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$9.34M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$7.88M

Sector Composition

1 Technology 16.93%
2 Communication Services 10.14%
3 Financials 8.38%
4 Consumer Discretionary 6.97%
5 Industrials 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ETN icon
101
Eaton
ETN
$156B
$2.84M 0.14%
7,944
+68
BBAX icon
102
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.2B
$2.82M 0.14%
47,391
+2,476
BBJP icon
103
JPMorgan BetaBuilders Japan ETF
BBJP
$17B
$2.81M 0.14%
40,838
+7,127
NEE icon
104
NextEra Energy
NEE
$177B
$2.78M 0.14%
29,960
-51
IJR icon
105
iShares Core S&P Small-Cap ETF
IJR
$105B
$2.73M 0.14%
21,961
-860
AXP icon
106
American Express
AXP
$217B
$2.72M 0.14%
9,006
+459
KO icon
107
Coca-Cola
KO
$350B
$2.72M 0.14%
35,703
+1,190
APH icon
108
Amphenol
APH
$190B
$2.71M 0.14%
21,451
-1,272
ASML icon
109
ASML
ASML
$685B
$2.71M 0.14%
2,049
+512
ZNOV
110
Innovator Equity Defined Protection ETF - 1 Yr November
ZNOV
$120M
$2.69M 0.14%
101,397
-13,192
WFC icon
111
Wells Fargo
WFC
$251B
$2.68M 0.13%
33,659
+237
MCK icon
112
McKesson
MCK
$94.3B
$2.66M 0.13%
3,073
+68
PGR icon
113
Progressive
PGR
$117B
$2.64M 0.13%
13,300
+905
LOW icon
114
Lowe's Companies
LOW
$122B
$2.62M 0.13%
11,107
-677
JAAA icon
115
Janus Henderson AAA CLO ETF
JAAA
$27.8B
$2.59M 0.13%
51,323
+2,018
SYK icon
116
Stryker
SYK
$120B
$2.55M 0.13%
7,749
+600
UNH icon
117
UnitedHealth
UNH
$375B
$2.5M 0.13%
9,246
-378
HSBC icon
118
HSBC
HSBC
$306B
$2.45M 0.12%
29,675
+531
ISRG icon
119
Intuitive Surgical
ISRG
$151B
$2.42M 0.12%
5,248
-275
SPOT icon
120
Spotify
SPOT
$102B
$2.41M 0.12%
4,977
-3,060
ANET icon
121
Arista Networks
ANET
$192B
$2.4M 0.12%
19,539
+1,344
IFEB icon
122
Innovator International Developed Power Buffer ETF February
IFEB
$66.4M
$2.39M 0.12%
+80,170
CDNS icon
123
Cadence Design Systems
CDNS
$108B
$2.36M 0.12%
8,510
+49
AZN icon
124
AstraZeneca
AZN
$284B
$2.36M 0.12%
11,958
-11,904
VDE icon
125
Vanguard Energy ETF
VDE
$9.83B
$2.35M 0.12%
13,562
-2,803
3 4
5
6 7