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
$196M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$809K
3
+$723K
4
AVGO icon
Broadcom
AVGO
+$609K
5
BLK icon
Blackrock
BLK
+$530K

Top Sells

1
+$1.08M
2
+$1.01M
3
+$939K
4
AMZN icon
Amazon
AMZN
+$908K
5
WM icon
Waste Management
WM
+$907K

Sector Composition

1 Technology 27.34%
2 Financials 17.47%
3 Consumer Discretionary 8.63%
4 Healthcare 8.48%
5 Communication Services 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.69M 2.39%
13,662
-1,639
27
$4.52M 2.31%
25,924
-1,619
28
$4.4M 2.25%
27,658
-2,790
29
$3.84M 1.96%
68,393
-6,921
30
$3.83M 1.95%
8,272
-1,135
31
$1.3M 0.66%
5,961
-88
32
$1.04M 0.53%
5,836
33
$730K 0.37%
3,932
34
$655K 0.33%
2,062
+10
35
$389K 0.2%
5,603
-299
36
$346K 0.18%
1,266
37
$333K 0.17%
1,502
38
$330K 0.17%
6,278
-439
39
$292K 0.15%
1,569
40
$292K 0.15%
754
-43
41
$232K 0.12%
+420
42
$53.3K 0.03%
60,000
+20,000
1
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