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
$214M
AUM Growth
+$4.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1 +$446K
2 +$361K
3 +$344K
4
ZTS icon
Zoetis
ZTS
+$328K
5
AQN icon
Algonquin Power & Utilities
AQN
+$302K

Top Sells

1 +$939K
2 +$725K
3 +$495K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$489K
5
AAPL icon
Apple
AAPL
+$456K

Sector Composition

1 Financials 10.04%
2 Technology 9.73%
3 Healthcare 7.1%
4 Real Estate 6.29%
5 Energy 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-144
277
-12,318
278
-2,175
279
-13,475
280
-12,207
281
-4,096
282
-20,000
283
-835
284
-10,371