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
$165M
AUM Growth
+$8.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$5.28M
2
+$1.45M
3
+$256K
4
FDX icon
FedEx
FDX
+$181K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$91.8K

Top Sells

1
+$8.87M
2
+$2.18M
3
+$65.9K
4
SBUX icon
Starbucks
SBUX
+$65.5K
5
WM icon
Waste Management
WM
+$63.7K

Sector Composition

1 Technology 21.89%
2 Financials 14.14%
3 Healthcare 13.21%
4 Consumer Staples 9.97%
5 Industrials 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.39M 2.66%
71,685
-525
27
$4.36M 2.64%
26,350
-193
28
$4.24M 2.57%
6,340
-59
29
$4.16M 2.52%
8,803
-72
30
$2.29M 1.39%
11,983
-80
31
$572K 0.35%
6,154
-302
32
$555K 0.34%
2,674
33
$499K 0.3%
4,800
34
$400K 0.24%
2,690
35
$319K 0.19%
+1,506
36
$316K 0.19%
1,578
-107
37
$300K 0.18%
1,502
-16
38
$282K 0.17%
2,217
-13
39
$271K 0.16%
7,383
-55
40
$203K 0.12%
+890
1
2