SIC

Samalin Investment Counsel Portfolio holdings

AUM $260M
1-Year Est. Return 15.18%
This Quarter Est. Return
1 Year Est. Return
+15.18%
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
+$974K
2
+$930K
3
+$845K
4
PYPL icon
PayPal
PYPL
+$554K
5
SWKS icon
Skyworks Solutions
SWKS
+$521K

Top Sells

1
+$2.85M
2
+$995K
3
+$713K
4
UPS icon
United Parcel Service
UPS
+$691K
5
TSLA icon
Tesla
TSLA
+$688K

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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227
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228
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-3,053
229
– –
-6,639
230
– –
-11,528
231
– –
-10,700
232
– –
-4,145
233
– –
-697
234
– –
-20,635
235
– –
-6,323
6 7 8 9
10