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 | |
|---|---|---|---|---|---|---|
126
Valero Energy
VLO
$52.2B
| $1.74M | 0.11% |
12,928
+863
|
|
||
127
Arista Networks
ANET
$193B
| $1.73M | 0.11% |
16,954
+5,235
|
|
||
128
S&P Global
SPGI
$149B
| $1.72M | 0.11% |
3,271
+119
|
|
||
129
KLA
KLAC
$156B
| $1.72M | 0.11% |
1,918
+129
|
|
||
130
HSBC
HSBC
$230B
| $1.69M | 0.11% |
27,866
+3,023
|
|
||
131
Boeing
BA
$167B
| $1.69M | 0.11% |
8,063
+1,302
|
|
||
132
Cummins
CMI
$58.1B
| $1.68M | 0.11% |
5,133
+1,613
|
|
||
133
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$2.03B
| $1.68M | 0.11% |
+33,350
|
|
||
134
Aflac
AFL
$57.3B
| $1.66M | 0.11% |
15,713
-31
|
|
||
135
Ericsson
ERIC
$31.5B
| $1.65M | 0.11% |
194,745
+77,392
|
|
||
136
PGIM Ultra Short Bond ETF
PULS
$12.6B
| $1.63M | 0.11% |
32,746
-29,191
|
|
||
137
Micron Technology
MU
$246B
| $1.63M | 0.11% |
13,196
+2,976
|
|
||
138
Elevance Health
ELV
$76.1B
| $1.62M | 0.11% |
4,168
-10
|
|
||
139
Palantir
PLTR
$438B
| $1.57M | 0.1% |
11,524
+3,190
|
|
||
140
Cadence Design Systems
CDNS
$94B
| $1.56M | 0.1% |
5,072
+274
|
|
||
141
Texas Instruments
TXN
$154B
| $1.55M | 0.1% |
7,465
-936
|
|
||
142
ASML
ASML
$401B
| $1.55M | 0.1% |
1,933
+424
|
|
||
143
NextEra Energy
NEE
$174B
| $1.55M | 0.1% |
22,270
-568
|
|
||
144
AstraZeneca
AZN
$258B
| $1.5M | 0.1% |
21,404
+1,681
|
|
||
145
Novo Nordisk
NVO
$235B
| $1.48M | 0.1% |
21,504
-2,257
|
|
||
146
Vertex Pharmaceuticals
VRTX
$108B
| $1.48M | 0.1% |
3,320
+13
|
|
||
147
AT&T
T
$179B
| $1.45M | 0.1% |
50,198
+9,674
|
|
||
148
Illinois Tool Works
ITW
$71.6B
| $1.44M | 0.1% |
5,831
+927
|
|
||
149
SPDR S&P 500 ETF Trust
SPY
$672B
| $1.43M | 0.09% |
2,312
+958
|
|
||
150
Walt Disney
DIS
$201B
| $1.41M | 0.09% |
11,382
-152
|
|