SIC

Samalin Investment Counsel Portfolio holdings

AUM $290M
1-Year Est. Return 16.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
-$1.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$744K
3
+$648K
4
SHEL icon
Shell
SHEL
+$619K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$539K

Top Sells

1
+$1.18M
2
+$531K
3
+$524K
4
MGM icon
MGM Resorts International
MGM
+$512K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$496K

Sector Composition

1 Technology 10.79%
2 Financials 9.79%
3 Healthcare 7.84%
4 Energy 5.88%
5 Consumer Discretionary 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
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