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
$157M
AUM Growth
+$5.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$4.57M
3
+$4.53M
4
ADBE icon
Adobe
ADBE
+$822K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$20.3K

Top Sells

1
+$5.36M
2
+$4.53M
3
+$4.52M
4
GM icon
General Motors
GM
+$4.06M
5
CRM icon
Salesforce
CRM
+$3.14M

Sector Composition

1 Technology 17.84%
2 Healthcare 15.48%
3 Financials 11.97%
4 Consumer Discretionary 10.87%
5 Consumer Staples 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.4M 6.63%
146,482
+107,280
2
$7.16M 4.56%
134,004
-6,466
3
$7.16M 4.56%
61,505
-3,121
4
$6.81M 4.34%
22,102
-977
5
$6.76M 4.3%
38,240
-1,744
6
$6.74M 4.3%
25,676
-1,191
7
$6.73M 4.29%
32,417
-1,464
8
$6.11M 3.89%
40,804
-1,843
9
$6.03M 3.84%
127,569
-5,781
10
$5.84M 3.72%
37,204
-1,652
11
$5.74M 3.65%
57,830
-3,403
12
$5.09M 3.24%
11,148
-515
13
$5.04M 3.21%
14,984
+2,444
14
$4.89M 3.12%
36,481
-1,618
15
$4.76M 3.03%
101,934
-4,495
16
$4.74M 3.02%
135,559
-5,433
17
$4.71M 3%
8,875
-372
18
$4.6M 2.93%
19,189
-865
19
$4.58M 2.92%
35,257
-1,590
20
$4.57M 2.91%
+143,096
21
$4.53M 2.89%
+6,399
22
$4.51M 2.87%
72,210
-2,514
23
$4.33M 2.76%
103,080
-4,750
24
$4.21M 2.68%
11,003
+53
25
$4.16M 2.65%
284,390
-13,070
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