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
$142M
AUM Growth
-$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1 +$1.34M
2 +$643K
3 +$631K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$614K
5
XOM icon
Exxon Mobil
XOM
+$467K

Top Sells

1 +$1.14M
2 +$619K
3 +$492K
4
ISRG icon
Intuitive Surgical
ISRG
+$416K
5
BA icon
Boeing
BA
+$367K

Sector Composition

1 Technology 9.56%
2 Financials 8.92%
3 Healthcare 8.51%
4 Energy 6.5%
5 Real Estate 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-9,425
252
-2,557
253
-5,294
254
-945
255
-5,399
256
-3,720
257
$0 ﹤0.01%
43,074
258
-188,440