SCM

Sitrin Capital Management Portfolio holdings

AUM $211M
1-Year Est. Return 27.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$897K
3
+$773K
4
DHI icon
D.R. Horton
DHI
+$757K
5
BLK icon
Blackrock
BLK
+$588K

Top Sells

1
+$1.1M
2
+$1.08M
3
+$1.04M
4
AMZN icon
Amazon
AMZN
+$1.01M
5
NVDA icon
NVIDIA
NVDA
+$965K

Sector Composition

1 Technology 27.34%
2 Financials 17.47%
3 Consumer Discretionary 8.63%
4 Healthcare 8.48%
5 Communication Services 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.84M 5.02%
62,310
-6,105
2
$9.54M 4.87%
46,486
-3,727
3
$8.51M 4.34%
13,740
+661
4
$8.45M 4.31%
11,453
+602
5
$7.85M 4.01%
27,085
-2,637
6
$7.49M 3.82%
21,086
-3,099
7
$7.29M 3.72%
14,653
-2,162
8
$7.28M 3.71%
74,594
-7,149
9
$7.04M 3.59%
72,016
-7,107
10
$7.03M 3.59%
32,051
-4,587
11
$6.94M 3.54%
7,006
-659
12
$6.83M 3.48%
79,775
-12,102
13
$6.8M 3.47%
24,685
+2,805
14
$6.49M 3.31%
28,370
-3,909
15
$6.28M 3.21%
5,987
+560
16
$6.19M 3.16%
37,285
+5,398
17
$6.15M 3.14%
34,916
-5,040
18
$5.76M 2.94%
28,161
-2,529
19
$5.59M 2.85%
47,356
+12,097
20
$5.56M 2.84%
19,922
-2,678
21
$5.52M 2.82%
28,481
-2,487
22
$5.51M 2.81%
17,202
23
$5.02M 2.56%
78,072
-10,553
24
$5M 2.55%
38,782
+5,872
25
$4.74M 2.42%
6,078
-566
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