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
$188M
AUM Growth
+$5.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$4.54M
3
+$395K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$117K
5
DHI icon
D.R. Horton
DHI
+$64.3K

Top Sells

1
+$5.29M
2
+$3.79M
3
+$1.89M
4
LRCX icon
Lam Research
LRCX
+$1.61M
5
APD icon
Air Products & Chemicals
APD
+$301K

Sector Composition

1 Technology 27.14%
2 Financials 14.84%
3 Healthcare 9.37%
4 Communication Services 9.36%
5 Industrials 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.5M 5.6%
85,333
-15,287
2
$8.15M 4.33%
9,589
+17
3
$8.12M 4.32%
38,565
+89
4
$7.93M 4.22%
74,510
-15,150
5
$7.62M 4.05%
112,598
+312
6
$7.44M 3.96%
36,808
+138
7
$7.41M 3.94%
16,581
+39
8
$7.15M 3.8%
39,260
+94
9
$7.07M 3.76%
22,638
+65
10
$7M 3.72%
12,856
+215
11
$6.88M 3.65%
32,226
+111
12
$6.82M 3.63%
91,883
+313
13
$6.6M 3.51%
34,128
+134
14
$6.37M 3.38%
24,260
+70
15
$5.99M 3.18%
+6,612
16
$5.91M 3.14%
88,596
+275
17
$5.9M 3.13%
10,614
+41
18
$5.51M 2.93%
31,788
+198
19
$5.38M 2.86%
27,021
+195
20
$4.97M 2.64%
9,850
+9,000
21
$4.62M 2.45%
117,916
+435
22
$4.59M 2.44%
32,600
+456
23
$4.57M 2.43%
35,272
+114
24
$4.54M 2.41%
15,218
+1,322
25
$4.37M 2.32%
9,356
+46
1
2