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
201
$1.05M 0.07%
14,337
+735
202
$1.04M 0.07%
17,820
+3,296
203
$1.04M 0.07%
4,560
+201
204
$1.04M 0.07%
9,889
+3,128
205
$1.04M 0.07%
6,040
-262
206
$1.04M 0.07%
7,505
-205
207
$1.04M 0.07%
3,463
+130
208
$1.04M 0.07%
16,532
+6,568
209
$1.03M 0.07%
12,947
+979
210
$1.03M 0.07%
6,443
-633
211
$1.03M 0.07%
2,438
+24
212
$1.02M 0.07%
8,299
+858
213
$1.02M 0.07%
1,915
+137
214
$1M 0.07%
1,815
-960
215
$1M 0.07%
4,200
-227
216
$996K 0.07%
1,943
-170
217
$987K 0.07%
266
+40
218
$982K 0.07%
8,876
+3,226
219
$974K 0.06%
15,508
+2,267
220
$962K 0.06%
3,265
+370
221
$959K 0.06%
36,829
+1,407
222
$957K 0.06%
3,553
+1,113
223
$953K 0.06%
19,257
+8,455
224
$948K 0.06%
3,982
-1,138
225
$913K 0.06%
6,849
+491
7 8
9
10 11