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
176
$1.21M 0.08%
2,980
-1,524
177
$1.19M 0.08%
17,214
+5,404
178
$1.18M 0.08%
6,448
-117
179
$1.18M 0.08%
6,316
+2,286
180
$1.17M 0.08%
8,897
-5,570
181
$1.17M 0.08%
+3,834
182
$1.15M 0.08%
48,037
-1,002
183
$1.14M 0.08%
29,817
-151
184
$1.13M 0.08%
4,987
+744
185
$1.13M 0.08%
3,505
+282
186
$1.13M 0.07%
3,901
+251
187
$1.12M 0.07%
1,487
+243
188
$1.11M 0.07%
10,503
+4,399
189
$1.11M 0.07%
12,064
+436
190
$1.1M 0.07%
3,978
+180
191
$1.1M 0.07%
13,787
-246
192
$1.09M 0.07%
1,566
+241
193
$1.09M 0.07%
12,129
+1,284
194
$1.09M 0.07%
15,199
+379
195
$1.08M 0.07%
2,160
+258
196
$1.08M 0.07%
8,185
+2,209
197
$1.08M 0.07%
25,742
+579
198
$1.07M 0.07%
4,799
+992
199
$1.07M 0.07%
2,131
-132
200
$1.05M 0.07%
27,424
+684
6 7
8
9 10