SCM

Sitrin Capital Management Portfolio holdings

AUM $211M
1-Year Est. Return 27.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$3.57M
3
+$481K
4
ACN icon
Accenture
ACN
+$10.2K
5
CRM icon
Salesforce
CRM
+$8.19K

Top Sells

1
+$3.11M
2
+$3.09M
3
+$1.37M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$999K
5
GLD icon
SPDR Gold Trust
GLD
+$106K

Sector Composition

1 Technology 17.58%
2 Consumer Discretionary 14.53%
3 Healthcare 13.27%
4 Communication Services 11.81%
5 Consumer Staples 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.35M 2.63%
+18,686
27
$2.96M 2.32%
73,520
-440
28
$2.86M 2.25%
73,520
29
$1.95M 1.53%
38,332
-20,228
30
$781K 0.61%
6,216
-834
31
$664K 0.52%
14,398
-2
32
$394K 0.31%
4,000
33
$285K 0.22%
3,264
34
$260K 0.2%
40,000
35
$248K 0.19%
3,932
36
$228K 0.18%
2,860
37
– –
-20,951
38
– –
-86,930
1
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