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
$209M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$5.97M
2
+$23.8K
3
+$16.4K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$15K
5
JNJ icon
Johnson & Johnson
JNJ
+$14.2K

Top Sells

1
+$6.57M
2
+$5.58M
3
+$5.41M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$331K
5
FDX icon
FedEx
FDX
+$266K

Sector Composition

1 Technology 32.14%
2 Healthcare 13.53%
3 Consumer Discretionary 13.04%
4 Communication Services 11.44%
5 Consumer Staples 10.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.97M 2.86%
+34,469
27
$5.74M 2.75%
26,098
-8
28
$5.72M 2.74%
26,895
+17
29
$4.87M 2.33%
11,340
+35
30
$1.79M 0.86%
12,063
31
$830K 0.4%
3,210
32
$640K 0.31%
4,800
-2,480
33
$376K 0.18%
2,690
34
– –
-117,253
35
– –
-63,047
36
– –
-890
37
– –
-25,656
1
2