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
$157M
AUM Growth
+$5.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$4.57M
3
+$4.53M
4
ADBE icon
Adobe
ADBE
+$822K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$20.3K

Top Sells

1
+$5.36M
2
+$4.53M
3
+$4.52M
4
GM icon
General Motors
GM
+$4.06M
5
CRM icon
Salesforce
CRM
+$3.14M

Sector Composition

1 Technology 17.84%
2 Healthcare 15.48%
3 Financials 11.97%
4 Consumer Discretionary 10.87%
5 Consumer Staples 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.99M 2.54%
45,170
-1,973
27
$3.96M 2.52%
26,543
-1,196
28
$3.75M 2.39%
111,465
-5,013
29
$2.27M 1.45%
12,063
30
$528K 0.34%
6,456
-65,559
31
$426K 0.27%
4,800
32
$408K 0.26%
2,690
33
$352K 0.22%
2,230
-28,619
34
$336K 0.21%
1,685
-196
35
$329K 0.21%
2,674
-536
36
$250K 0.16%
7,438
-120,720
37
$201K 0.13%
1,518
-23,662
38
– –
-95,440
39
– –
-1,651
1
2