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
101
$2.17M 0.14%
19,540
+903
102
$2.17M 0.14%
2,956
+383
103
$2.14M 0.14%
14,682
+955
104
$2.13M 0.14%
5,865
-2,098
105
$2.06M 0.14%
8,847
+1,144
106
$2.06M 0.14%
25,711
+3,212
107
$2.06M 0.14%
16,246
-572
108
$2.02M 0.13%
37,083
-4,143
109
$2.01M 0.13%
14,048
-5,751
110
$2M 0.13%
345
+41
111
$1.99M 0.13%
41,359
+11,830
112
$1.98M 0.13%
6,631
+1,758
113
$1.96M 0.13%
28,289
-1,081
114
$1.95M 0.13%
8,900
-5,073
115
$1.92M 0.13%
6,301
+1,348
116
$1.91M 0.13%
6,999
+352
117
$1.87M 0.12%
18,893
+2,007
118
$1.84M 0.12%
8,435
+363
119
$1.84M 0.12%
18,900
+1,421
120
$1.84M 0.12%
8,291
-11
121
$1.84M 0.12%
5,951
+385
122
$1.82M 0.12%
38,557
-4,373
123
$1.79M 0.12%
3,872
+789
124
$1.75M 0.12%
5,283
+971
125
$1.74M 0.12%
22,032
-7,856
3 4
5
6 7