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
126
$1.5M 0.12%
6,350
+1,261
127
$1.48M 0.12%
26,375
-3,482
128
$1.45M 0.12%
19,723
+1,706
129
$1.43M 0.12%
29,529
+3,491
130
$1.43M 0.12%
23,801
-16,253
131
$1.43M 0.12%
24,843
+2,726
132
$1.42M 0.12%
3,560
+439
133
$1.42M 0.12%
4,312
+923
134
$1.4M 0.11%
304
+112
135
$1.4M 0.11%
17,223
-13,622
136
$1.39M 0.11%
6,302
+1,223
137
$1.38M 0.11%
3,083
+372
138
$1.37M 0.11%
37,095
+6,099
139
$1.33M 0.11%
4,953
+381
140
$1.32M 0.11%
29,968
+698
141
$1.3M 0.11%
+2,775
142
$1.29M 0.11%
50,967
+2,348
143
$1.29M 0.1%
7,813
+1,622
144
$1.27M 0.1%
17,479
+2,395
145
$1.24M 0.1%
25,163
-4,350
146
$1.24M 0.1%
8,365
-171
147
$1.24M 0.1%
20,814
-1,197
148
$1.24M 0.1%
24,845
+8,769
149
$1.23M 0.1%
7,710
+684
150
$1.22M 0.1%
12,341
+1,321
4 5
6
7 8