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
126
$1.74M 0.12%
12,928
+863
127
$1.73M 0.11%
16,954
+5,235
128
$1.72M 0.11%
3,271
+119
129
$1.72M 0.11%
1,918
+129
130
$1.69M 0.11%
27,866
+3,023
131
$1.69M 0.11%
8,063
+1,302
132
$1.68M 0.11%
5,133
+1,613
133
$1.68M 0.11%
+33,350
134
$1.66M 0.11%
15,713
-31
135
$1.65M 0.11%
194,745
+77,392
136
$1.63M 0.11%
32,746
-29,191
137
$1.63M 0.11%
13,196
+2,976
138
$1.62M 0.11%
4,168
-10
139
$1.57M 0.1%
11,524
+3,190
140
$1.56M 0.1%
5,072
+274
141
$1.55M 0.1%
7,465
-936
142
$1.55M 0.1%
1,933
+424
143
$1.55M 0.1%
22,270
-568
144
$1.5M 0.1%
21,404
+1,681
145
$1.48M 0.1%
21,504
-2,257
146
$1.48M 0.1%
3,320
+13
147
$1.45M 0.1%
50,198
+9,674
148
$1.44M 0.1%
5,831
+927
149
$1.43M 0.09%
2,312
+958
150
$1.41M 0.09%
11,382
-152
4 5
6
7 8