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
$183M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$4.83M
3
+$12.5K

Top Sells

1
+$4.46M
2
+$4.26M
3
+$2.78M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$271K
5
COST icon
Costco
COST
+$188K

Sector Composition

1 Technology 25.29%
2 Financials 15.69%
3 Healthcare 11.27%
4 Industrials 10%
5 Consumer Discretionary 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.23M 2.31%
9,310
-46
27
$4.16M 2.27%
75,886
-857
28
$3.79M 2.07%
7,663
-192
29
$3.76M 2.05%
62,047
-2,020
30
$3.39M 1.85%
23,846
-78
31
$2.71M 1.48%
10,834
-63
32
$749K 0.41%
5,961
33
$731K 0.4%
4,800
34
$470K 0.26%
2,674
-15,810
35
$413K 0.23%
850
-278
36
$383K 0.21%
1,502
37
$381K 0.21%
1,266
38
$301K 0.16%
1,241
-18,389
39
$295K 0.16%
5,902
40
$267K 0.15%
1,508
41
$258K 0.14%
890
42
$254K 0.14%
1,569
43
$221K 0.12%
6,717
1
2