SCM

Sitrin Capital Management Portfolio holdings

AUM $208M
1-Year Est. Return 24.58%
This Quarter Est. Return
1 Year Est. Return
+24.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$9.59M
2
+$3.87M
3
+$1.34M
4
DIS icon
Walt Disney
DIS
+$270K

Top Sells

1
+$3.62M
2
+$2.86M
3
+$225K
4
SBUX icon
Starbucks
SBUX
+$209K
5
HD icon
Home Depot
HD
+$201K

Sector Composition

1 Financials 19.99%
2 Technology 16.57%
3 Consumer Discretionary 13.94%
4 Healthcare 11.37%
5 Consumer Staples 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.23M 2.57%
82,599
-3,332
27
$3.08M 2.45%
19,619
-632
28
$2.69M 2.14%
70,500
-2,880
29
$2.61M 2.07%
70,000
-2,900
30
$829K 0.66%
7,050
31
$577K 0.46%
13,446
32
$401K 0.32%
4,000
33
$275K 0.22%
3,294
34
$270K 0.21%
+2,716
35
$225K 0.18%
3,932
36
$207K 0.16%
2,860
37
$187K 0.15%
40,000
38
– –
-99,687
39
– –
-12,874
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