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
$158M
AUM Growth
+$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$25.1K

Top Sells

1
+$4.26M
2
+$2.16M
3
+$1.79M
4
V icon
Visa
V
+$1.4M
5
TWX
Time Warner Inc
TWX
+$249K

Sector Composition

1 Technology 23.67%
2 Financials 19.03%
3 Healthcare 14.1%
4 Communication Services 11.36%
5 Consumer Discretionary 11.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.94M 2.49%
73,460
-1,163
27
$3.91M 2.47%
37,234
-538
28
$3.86M 2.44%
57,295
-817
29
$3.81M 2.4%
72,240
-1,900
30
$3.41M 2.16%
56,759
-807
31
$908K 0.57%
14,346
32
$792K 0.5%
14,301
33
$624K 0.39%
5,050
34
$387K 0.24%
4,000
35
$380K 0.24%
3,932
36
$271K 0.17%
15,000
37
$253K 0.16%
3,020
38
– –
-58,296
39
– –
-2,430
1
2