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
$127M
AUM Growth
+$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$3.35M
3
+$482K
4
ACN icon
Accenture
ACN
+$11K
5
CRM icon
Salesforce
CRM
+$7.49K

Top Sells

1
+$3.11M
2
+$3.09M
3
+$1.5M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$1.03M
5
GLD icon
SPDR Gold Trust
GLD
+$105K

Sector Composition

1 Technology 17.58%
2 Consumer Discretionary 14.53%
3 Healthcare 13.27%
4 Communication Services 11.81%
5 Consumer Staples 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.78M 4.54%
32,933
-8
2
$5.69M 4.47%
48,136
+9
3
$5.42M 4.26%
47,820
-16
4
$5.34M 4.2%
188,944
+200
5
$5.3M 4.17%
51,547
-26
6
$5.29M 4.16%
41,281
+7
7
$5.07M 3.98%
39,400
+29
8
$4.92M 3.87%
29,510
+1
9
$4.76M 3.74%
57,599
+20
10
$4.73M 3.72%
87,435
+34
11
$4.48M 3.52%
3,042
-21
12
$4.45M 3.5%
77,302
-60
13
$4.37M 3.43%
35,738
+90
14
$4.25M 3.34%
27,874
-6
15
$4.24M 3.33%
48,033
-4
16
$4.2M 3.3%
100,420
-35,920
17
$4.07M 3.2%
18,799
+2,227
18
$4.05M 3.18%
37,018
+7
19
$4.01M 3.15%
43,515
-3
20
$3.98M 3.13%
165,450
+183
21
$3.98M 3.12%
55,722
+105
22
$3.79M 2.98%
42,805
+4
23
$3.75M 2.95%
84,786
-56
24
$3.69M 2.9%
+37,496
25
$3.67M 2.88%
57,314
-46
1
2