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
101
$1.81M 0.15%
29,370
+5,070
102
$1.78M 0.15%
6,647
+1,679
103
$1.78M 0.14%
42,930
+3,231
104
$1.75M 0.14%
15,744
+234
105
$1.74M 0.14%
8,409
-307
106
$1.73M 0.14%
1,830
+201
107
$1.73M 0.14%
2,573
+123
108
$1.7M 0.14%
5,566
+708
109
$1.7M 0.14%
18,377
-123
110
$1.67M 0.14%
2,713
+944
111
$1.65M 0.13%
23,761
-1,518
112
$1.63M 0.13%
11,240
+316
113
$1.63M 0.13%
7,703
+365
114
$1.62M 0.13%
22,838
+2,560
115
$1.62M 0.13%
22,499
+3,446
116
$1.6M 0.13%
3,307
+947
117
$1.6M 0.13%
3,152
+447
118
$1.59M 0.13%
12,065
+48
119
$1.59M 0.13%
5,894
+500
120
$1.58M 0.13%
15,408
+1,227
121
$1.57M 0.13%
+22,483
122
$1.54M 0.13%
5,668
+144
123
$1.52M 0.12%
4,873
+158
124
$1.51M 0.12%
7,364
-925
125
$1.51M 0.12%
8,401
+2,097
3 4
5
6 7