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
$198M
AUM Growth
-$1.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$120K
2
+$85.8K
3
+$85.1K
4
LRCX icon
Lam Research
LRCX
+$84.6K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$83.5K

Top Sells

1
+$398K
2
+$279K
3
+$272K
4
VZ icon
Verizon
VZ
+$227K
5
TSLA icon
Tesla
TSLA
+$191K

Sector Composition

1 Technology 26.04%
2 Financials 17.09%
3 Communication Services 9.77%
4 Consumer Staples 9.54%
5 Consumer Discretionary 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.5M 6.31%
49,995
-506
2
$10.2M 5.12%
112,134
+948
3
$9.23M 4.65%
68,750
+85
4
$8.86M 4.47%
36,967
+355
5
$8.78M 4.43%
9,582
-27
6
$8.02M 4.04%
36,540
+545
7
$7.66M 3.86%
24,250
+197
8
$7.54M 3.8%
39,811
+441
9
$7.48M 3.77%
12,729
+9
10
$7.06M 3.56%
16,752
-410
11
$6.67M 3.36%
91,686
+623
12
$6.5M 3.28%
32,202
+301
13
$6.42M 3.24%
88,445
+464
14
$6.3M 3.17%
10,752
+28
15
$5.89M 2.97%
22,586
+36
16
$5.88M 2.96%
81,138
+1,168
17
$5.54M 2.79%
30,429
+347
18
$5.53M 2.79%
5,390
+36
19
$5.21M 2.62%
15,313
+158
20
$5.11M 2.58%
6,622
+27
21
$4.88M 2.46%
17,202
-355
22
$4.73M 2.38%
35,189
+170
23
$4.71M 2.38%
10,597
+60
24
$4.66M 2.35%
62,518
+708
25
$4.64M 2.34%
30,174
+302
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