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
-$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.4M
3
+$5.24M
4
PG icon
Procter & Gamble
PG
+$335K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$86.1K

Top Sells

1
+$6.14M
2
+$6.14M
3
+$5.55M
4
GLW icon
Corning
GLW
+$5.38M
5
DIS icon
Walt Disney
DIS
+$205K

Sector Composition

1 Technology 25.93%
2 Healthcare 18.13%
3 Consumer Staples 11.8%
4 Financials 9.28%
5 Consumer Discretionary 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.86M 4.84%
158,284
-640
2
$8.18M 4.47%
206,886
-1,089
3
$7.41M 4.04%
31,932
-184
4
$7.25M 3.96%
52,149
-272
5
$7.2M 3.93%
93,890
-523
6
$7.14M 3.9%
34,430
-232
7
$7.05M 3.85%
81,240
-440
8
$6.94M 3.79%
113,720
-800
9
$6.81M 3.72%
200,400
-1,350
10
$6.8M 3.71%
74,410
-408
11
$6.72M 3.67%
51,954
-228
12
$6.65M 3.63%
134,637
-703
13
$6.65M 3.63%
26,948
-144
14
$6.6M 3.6%
23,896
-129
15
$6.45M 3.52%
37,519
-198
16
$6.44M 3.52%
+49,633
17
$6.42M 3.5%
46,171
-248
18
$6.24M 3.4%
32,225
-163
19
$6.22M 3.39%
34,905
-128
20
$5.96M 3.26%
20,697
-125
21
$5.93M 3.24%
57,221
-296
22
$5.9M 3.22%
73,417
-383
23
$5.4M 2.95%
+25,875
24
$5.24M 2.86%
+60,503
25
$4.61M 2.52%
51,486
1
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