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
$188M
AUM Growth
+$5.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$4.54M
3
+$395K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$117K
5
DHI icon
D.R. Horton
DHI
+$64.3K

Top Sells

1
+$5.29M
2
+$3.79M
3
+$1.89M
4
LRCX icon
Lam Research
LRCX
+$1.61M
5
APD icon
Air Products & Chemicals
APD
+$301K

Sector Composition

1 Technology 27.14%
2 Financials 14.84%
3 Healthcare 9.37%
4 Communication Services 9.36%
5 Industrials 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.25M 2.26%
5,403
+16
27
$4.06M 2.16%
23,976
+130
28
$3.92M 2.08%
50,316
+191
29
$3.89M 2.07%
62,477
+430
30
$3.61M 1.92%
76,469
+583
31
$2.79M 1.48%
10,763
-71
32
$880K 0.47%
4,800
33
$842K 0.45%
5,961
34
$529K 0.28%
2,674
35
$331K 0.18%
1,502
36
$325K 0.17%
1,266
37
$280K 0.15%
5,902
38
$267K 0.14%
890
39
$261K 0.14%
6,717
40
$244K 0.13%
1,569
41
$223K 0.12%
1,508
42
– –
-1,241
43
– –
-33,467
44
– –
-7,663
1
2