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
$198M
AUM Growth
-$1.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$120K
2
+$85.8K
3
+$85.1K
4
LRCX icon
Lam Research
LRCX
+$84.6K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$83.5K

Top Sells

1
+$398K
2
+$279K
3
+$272K
4
VZ icon
Verizon
VZ
+$227K
5
TSLA icon
Tesla
TSLA
+$191K

Sector Composition

1 Technology 26.04%
2 Financials 17.09%
3 Communication Services 9.77%
4 Consumer Staples 9.54%
5 Consumer Discretionary 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.58M 2.31%
32,782
+173
27
$4.55M 2.3%
9,373
+43
28
$4.51M 2.27%
74,812
+823
29
$4.44M 2.24%
31,826
+221
30
$4.43M 2.23%
118,077
+1,465
31
$1.11M 0.56%
5,836
-161
32
$1.07M 0.54%
2,652
-472
33
$993K 0.5%
5,961
34
$699K 0.35%
3,932
-10
35
$424K 0.21%
1,266
36
$371K 0.19%
1,502
-90
37
$349K 0.18%
5,902
-75
38
$319K 0.16%
6,717
39
$303K 0.15%
1,569
40
$252K 0.13%
890
41
– –
-4,080
42
– –
-6,164
43
– –
-1,742
44
– –
-5,051
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