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
$119M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.93%
2 Healthcare 7.24%
3 Technology 6.95%
4 Real Estate 5.12%
5 Communication Services 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$26K 0.02%
+1,300
352
$25K 0.02%
+561
353
$25K 0.02%
+700
354
$25K 0.02%
+1,800
355
$24K 0.02%
+188
356
$24K 0.02%
+383
357
$24K 0.02%
+804
358
$24K 0.02%
+562
359
$24K 0.02%
+181
360
$24K 0.02%
+599
361
$24K 0.02%
+21,513
362
$23K 0.02%
+1,989
363
$23K 0.02%
+565
364
$22K 0.02%
+429
365
$22K 0.02%
+462
366
$22K 0.02%
+600
367
$21K 0.02%
+380
368
$21K 0.02%
+750
369
$21K 0.02%
+150
370
$21K 0.02%
+410
371
$21K 0.02%
+525
372
$21K 0.02%
+78
373
$20K 0.02%
+352
374
$20K 0.02%
+340
375
$20K 0.02%
+218