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
151
$1.22M 0.1%
4,798
-213
152
$1.22M 0.1%
1,789
+304
153
$1.22M 0.1%
4,904
+451
154
$1.2M 0.1%
49,039
+188
155
$1.18M 0.1%
4,427
+565
156
$1.18M 0.1%
2,508
+109
157
$1.16M 0.09%
2,263
+362
158
$1.15M 0.09%
6,761
+605
159
$1.15M 0.09%
84,273
+5,850
160
$1.15M 0.09%
10,182
+864
161
$1.15M 0.09%
40,524
+9,394
162
$1.14M 0.09%
16,922
-11,745
163
$1.14M 0.09%
11,628
+4,622
164
$1.14M 0.09%
11,534
+2,948
165
$1.13M 0.09%
6,565
+473
166
$1.11M 0.09%
12,401
+2,642
167
$1.11M 0.09%
16,886
+2,142
168
$1.1M 0.09%
3,520
+325
169
$1.1M 0.09%
3,650
+85
170
$1.09M 0.09%
7,076
+1,527
171
$1.09M 0.09%
13,302
-4,466
172
$1.08M 0.09%
15,895
+5,576
173
$1.08M 0.09%
6,494
+497
174
$1.06M 0.09%
2,414
+621
175
$1.04M 0.08%
17,024
+1,042
5 6
7
8 9