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
$168M
AUM Growth
-$879K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$479K
3
+$231K
4
ZM icon
Zoom
ZM
+$115K
5
VTGN icon
VistaGen Therapeutics
VTGN
+$23K

Top Sells

1
+$4.89M
2
+$4.79M
3
+$4.42M
4
RSG icon
Republic Services
RSG
+$4.31M
5
AMZN icon
Amazon
AMZN
+$3.45M

Sector Composition

1 Technology 27.62%
2 Healthcare 18.35%
3 Communication Services 13.65%
4 Consumer Staples 9.48%
5 Financials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.09M 2.44%
74,219
+8,679
27
$3.6M 2.15%
11,688
-2,276
28
$1.4M 0.83%
14,346
-33,140
29
$339K 0.2%
4,800
-460
30
$322K 0.19%
2,690
31
$231K 0.14%
+3,210
32
$23K 0.01%
+1,478
33
– –
-57,458
34
– –
-24,529
35
– –
-5,050
36
– –
-82,384
37
– –
-3,932
38
– –
-2,017
1
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