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
$189M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$5.58M
3
+$5.56M
4
XYZ
Block Inc
XYZ
+$5.49M
5
CAT icon
Caterpillar
CAT
+$4.71M

Top Sells

1
+$5.58M
2
+$5.56M
3
+$3.09M
4
ZM icon
Zoom
ZM
+$2.61M
5
AAPL icon
Apple
AAPL
+$2.6M

Sector Composition

1 Technology 29.58%
2 Healthcare 15.94%
3 Communication Services 12.8%
4 Consumer Staples 11%
5 Consumer Discretionary 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.14M 2.72%
51,433
-31,989
27
$5.03M 2.66%
+33,519
28
$5.02M 2.66%
99,790
+1,040
29
$4.95M 2.62%
+129,075
30
$4.85M 2.57%
125,051
-65,494
31
$3.79M 2.01%
11,361
-327
32
$1.52M 0.81%
14,346
33
$444K 0.24%
3,210
34
$372K 0.2%
2,690
35
$350K 0.19%
4,800
36
$227K 0.12%
+890
37
– –
-23,884
38
– –
-72,303
39
– –
-1,478
1
2