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
$199M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$7.46M
2
+$6.41M
3
+$6.33M
4
WM icon
Waste Management
WM
+$6.06M
5
AIG icon
American International
AIG
+$5.85M

Top Sells

1
+$7.13M
2
+$5.81M
3
+$5.45M
4
AAPL icon
Apple
AAPL
+$4.96M
5
MSFT icon
Microsoft
MSFT
+$3.79M

Sector Composition

1 Technology 28.19%
2 Financials 13.47%
3 Healthcare 12.51%
4 Consumer Discretionary 11.75%
5 Consumer Staples 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.38M 2.7%
+39,451
27
$5.35M 2.68%
25,207
+99
28
$5.34M 2.68%
+58,736
29
$4.98M 2.5%
113,815
+121
30
$4.9M 2.46%
22,033
-47
31
$4.86M 2.44%
10,760
-245
32
$4.76M 2.39%
127,110
-110
33
$2.11M 1.06%
12,063
34
$1.15M 0.58%
3,210
35
$670K 0.34%
4,800
36
$411K 0.21%
2,690
37
$206K 0.1%
890
38
– –
-42,846
39
– –
-123,675
40
– –
-28,897
1
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