SIC

Samalin Investment Counsel Portfolio holdings

AUM $282M
1-Year Est. Return 17.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$925K
2
+$882K
3
+$794K
4
RWM icon
ProShares Short Russell2000
RWM
+$548K
5
FDX icon
FedEx
FDX
+$501K

Top Sells

1
+$2.61M
2
+$995K
3
+$691K
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$679K
5
TSLA icon
Tesla
TSLA
+$499K

Sector Composition

1 Technology 10.31%
2 Financials 8.24%
3 Healthcare 6.98%
4 Communication Services 4.94%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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229
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230
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231
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-10,700
232
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-4,145
233
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-697
234
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-20,635
235
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-6,323
6 7 8 9
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