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
$198M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Sector Composition

1 Financials 9.92%
2 Technology 8.82%
3 Healthcare 7%
4 Real Estate 6.87%
5 Energy 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-11,004
277
-1,743
278
-27,817
279
-33,558
280
-1,737
281
-3,866
282
-67,404
283
-8,680