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
176
$1.04M 0.08%
26,740
+1,078
177
$1.04M 0.08%
10,845
+2,070
178
$1.03M 0.08%
4,243
+340
179
$1.03M 0.08%
5,120
+1,548
180
$1.03M 0.08%
4,320
-33
181
$1.02M 0.08%
13,974
-963
182
$1.01M 0.08%
14,033
+519
183
$1.01M 0.08%
+19,872
184
$1.01M 0.08%
4,359
+322
185
$1.01M 0.08%
3,798
+543
186
$1M 0.08%
14,820
+778
187
$1,000K 0.08%
1,509
+161
188
$993K 0.08%
3,643
+1,393
189
$991K 0.08%
2,941
+301
190
$988K 0.08%
10,540
+2,650
191
$972K 0.08%
23,249
+2,240
192
$928K 0.08%
12,962
-1,428
193
$927K 0.08%
3,333
+312
194
$916K 0.07%
1,445
+162
195
$911K 0.07%
117,353
+25,935
196
$910K 0.07%
2,605
+415
197
$908K 0.07%
11,719
+546
198
$906K 0.07%
7,441
+431
199
$906K 0.07%
2,113
+747
200
$901K 0.07%
+12,360
6 7
8
9 10