SC
Syon Capital Portfolio holdings
AUM
$2.01B
1-Year Est. Return
25.56%
This Fund
S&P 500
1 Year Est. Return
+25.56%
AUM
$1.86B
AUM Growth
+$352M
(+23%)
Holding
852
Top Buys
| 1 | +$28.4M | |
| 2 | +$27.7M | |
| 3 | +$11.3M | |
| 4 |
Microsoft
MSFT
|
+$7.95M |
| 5 |
iShares MSCI China ETF
MCHI
|
+$7.94M |
Top Sells
| 1 | +$6.49M | |
| 2 | +$3.72M | |
| 3 | +$3.67M | |
| 4 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$3.37M |
| 5 |
iShares California Muni Bond ETF
CMF
|
+$3.05M |
Sector Composition
| 1 | Technology | 18.22% |
| 2 | Communication Services | 9.47% |
| 3 | Consumer Discretionary | 8.52% |
| 4 | Financials | 8.14% |
| 5 | Industrials | 4.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Citigroup
C
$191B
| $1.27M | 0.07% |
12,472
+3,951
|
|
||
202
Vanguard Total Stock Market ETF
VTI
$577B
| $1.26M | 0.07% |
3,834
|
|
||
203
Sony
SONY
$129B
| $1.26M | 0.07% |
43,653
+6,824
|
|
||
204
DuPont de Nemours
DD
$18.8B
| $1.24M | 0.07% |
38,063
+6,651
|
|
||
205
GSK
GSK
$111B
| $1.24M | 0.07% |
28,691
+1,267
|
|
||
206
Imperial Oil
IMO
$57B
| $1.23M | 0.07% |
13,606
-181
|
|
||
207
Analog Devices
ADI
$156B
| $1.23M | 0.07% |
5,019
+1,037
|
|
||
208
iShares Core S&P US Value ETF
IUSV
$24.3B
| $1.23M | 0.07% |
12,338
-1,510
|
|
||
209
Cencora
COR
$68.5B
| $1.23M | 0.07% |
3,925
+462
|
|
||
210
Comcast
CMCSA
$112B
| $1.22M | 0.07% |
38,912
+1,856
|
|
||
211
TE Connectivity
TEL
$59.6B
| $1.21M | 0.07% |
5,531
+1,164
|
|
||
212
Cigna
CI
$69.2B
| $1.21M | 0.07% |
4,198
-1,085
|
|
||
213
Occidental Petroleum
OXY
$52.4B
| $1.21M | 0.06% |
25,522
-220
|
|
||
214
Vanguard Total International Bond ETF
BNDX
$77.4B
| $1.2M | 0.06% |
24,356
+5,099
|
|
||
215
Airbnb
ABNB
$79.4B
| $1.2M | 0.06% |
9,886
+1,701
|
|
||
216
Garmin
GRMN
$46.5B
| $1.2M | 0.06% |
4,867
+1,246
|
|
||
217
Medtronic
MDT
$115B
| $1.2M | 0.06% |
12,565
+2,555
|
|
||
218
State Street
STT
$34.2B
| $1.19M | 0.06% |
10,277
+2,191
|
|
||
219
Nu Holdings
NU
$72.3B
| $1.19M | 0.06% |
74,318
+57,071
|
|
||
220
Toronto Dominion Bank
TD
$160B
| $1.18M | 0.06% |
14,788
+451
|
|
||
221
Kimberly-Clark
KMB
$33.8B
| $1.18M | 0.06% |
9,497
+2,960
|
|
||
222
Corning
GLW
$117B
| $1.18M | 0.06% |
14,381
-272
|
|
||
223
T-Mobile US
TMUS
$241B
| $1.18M | 0.06% |
4,927
+727
|
|
||
224
Duke Energy
DUK
$101B
| $1.17M | 0.06% |
9,469
+2,165
|
|
||
225
Toro Company
TTC
$9.64B
| $1.17M | 0.06% |
15,328
+7,838
|
|