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
$168M
AUM Growth
-$879K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$479K
3
+$231K
4
ZM icon
Zoom
ZM
+$115K
5
VTGN icon
VistaGen Therapeutics
VTGN
+$23K

Top Sells

1
+$4.89M
2
+$4.79M
3
+$4.42M
4
RSG icon
Republic Services
RSG
+$4.31M
5
AMZN icon
Amazon
AMZN
+$3.45M

Sector Composition

1 Technology 27.62%
2 Healthcare 18.35%
3 Communication Services 13.65%
4 Consumer Staples 9.48%
5 Financials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.37M 4.39%
83,422
-5,422
2
$7.19M 4.28%
16,518
-6,199
3
$7.16M 4.27%
66,866
-3,858
4
$7.06M 4.21%
31,087
-1,822
5
$6.96M 4.15%
27,791
-2,414
6
$6.95M 4.14%
50,360
-24,980
7
$6.93M 4.13%
97,700
-7,400
8
$6.87M 4.09%
33,774
-14,251
9
$6.86M 4.09%
40,979
-2,454
10
$6.66M 3.97%
28,223
-1,831
11
$6.64M 3.96%
38,123
-15,612
12
$6.51M 3.88%
33,727
-1,989
13
$6.51M 3.88%
+190,545
14
$6.45M 3.84%
70,704
-52,576
15
$6.36M 3.79%
33,944
-2,665
16
$6.23M 3.71%
24,570
+452
17
$6.19M 3.69%
43,565
-3,139
18
$6.1M 3.63%
188,480
-13,540
19
$5.81M 3.46%
19,148
-938
20
$5.61M 3.34%
39,855
-9,437
21
$5.58M 3.32%
23,884
-1,549
22
$5.56M 3.31%
72,303
-6,550
23
$5.4M 3.22%
135,273
-58,431
24
$4.49M 2.68%
9,875
-416
25
$4.39M 2.62%
36,617
-3,843
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