SIC

Samalin Investment Counsel Portfolio holdings

AUM $282M
1-Year Est. Return 16.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$934K
3
+$737K
4
EPD icon
Enterprise Products Partners
EPD
+$647K
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$601K

Top Sells

1
+$1.07M
2
+$1.03M
3
+$523K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$420K
5
RFI
Cohen & Steers Total Return Realty Fund
RFI
+$375K

Sector Composition

1 Financials 9.37%
2 Technology 8.82%
3 Healthcare 7.35%
4 Real Estate 5.31%
5 Energy 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
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