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
201
$899K 0.07%
35,422
+14,132
202
$896K 0.07%
23,151
+1,037
203
$889K 0.07%
+5,353
204
$888K 0.07%
10,220
+1,868
205
$887K 0.07%
7,932
+1,147
206
$886K 0.07%
1,902
+169
207
$872K 0.07%
14,524
+446
208
$862K 0.07%
4,809
+1,088
209
$862K 0.07%
226
+39
210
$861K 0.07%
1,778
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211
$859K 0.07%
27,905
-2,267
212
$859K 0.07%
1,079
+199
213
$857K 0.07%
5,030
-804
214
$854K 0.07%
18,838
+5,096
215
$846K 0.07%
7,406
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216
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3,181
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217
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11,968
+1,644
218
$825K 0.07%
1,399
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219
$823K 0.07%
6,667
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220
$818K 0.07%
2,368
+34
221
$815K 0.07%
13,602
+2,069
222
$805K 0.07%
1,325
+86
223
$800K 0.07%
11,810
+4,284
224
$791K 0.06%
13,241
+422
225
$782K 0.06%
3,807
+566
7 8
9
10 11