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
$211M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$6.91M
2
+$6.06M
3
+$5.53M
4
PSX icon
Phillips 66
PSX
+$5.13M
5
DKNG icon
DraftKings
DKNG
+$4.99M

Top Sells

1
+$6.55M
2
+$6.12M
3
+$4.93M
4
HD icon
Home Depot
HD
+$4.92M
5
LRCX icon
Lam Research
LRCX
+$1.92M

Sector Composition

1 Technology 26.65%
2 Consumer Discretionary 14.42%
3 Healthcare 13.42%
4 Consumer Staples 12.29%
5 Communication Services 11.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.04M 3.82%
34,108
+191
2
$7.81M 3.7%
26,933
-113
3
$7.62M 3.62%
31,378
-745
4
$7.25M 3.44%
34,216
+199
5
$7.15M 3.39%
36,079
-9,548
6
$7.05M 3.35%
28,345
-152
7
$6.91M 3.28%
+27,134
8
$6.85M 3.25%
19,421
+136
9
$6.77M 3.21%
132,190
+1,925
10
$6.74M 3.2%
53,017
+1,194
11
$6.68M 3.17%
40,621
+294
12
$6.66M 3.16%
22,618
+601
13
$6.65M 3.16%
64,500
+880
14
$6.57M 3.12%
64,472
+16,109
15
$6.55M 3.11%
110,030
-32,250
16
$6.48M 3.07%
28,532
+604
17
$6.36M 3.02%
75,094
+2,159
18
$6.15M 2.92%
135,849
+585
19
$6.06M 2.88%
+454,240
20
$6.03M 2.86%
38,980
+4,260
21
$5.96M 2.83%
25,688
-8,063
22
$5.91M 2.8%
101,663
+186
23
$5.9M 2.8%
96,616
-29,693
24
$5.8M 2.75%
47,504
+443
25
$5.8M 2.75%
12,196
+249
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