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
$154M
AUM Growth
-$522K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1 +$828K
2 +$710K
3 +$641K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$489K
5
MKSI icon
MKS Inc
MKSI
+$418K

Top Sells

1 +$880K
2 +$842K
3 +$762K
4
PPL icon
PPL Corp
PPL
+$688K
5
BXMT icon
Blackstone Mortgage Trust
BXMT
+$650K

Sector Composition

1 Technology 9.73%
2 Financials 8.76%
3 Healthcare 6.59%
4 Consumer Discretionary 5.25%
5 Energy 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-2,554
252
-38,500
253
-4,138
254
-15,705