SIC

Samalin Investment Counsel Portfolio holdings

AUM $290M
1-Year Est. Return 16.33%
This Quarter Est. Return
1 Year Est. Return
+16.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.7M
AUM Growth
-$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$868K
2
+$767K
3
+$452K
4
TSLA icon
Tesla
TSLA
+$350K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$316K

Top Sells

1
+$372K
2
+$348K
3
+$335K
4
KBWY icon
Invesco KBW Premium Yield Equity REIT ETF
KBWY
+$321K
5
XYZ
Block Inc
XYZ
+$308K

Sector Composition

1 Financials 9.89%
2 Healthcare 7.97%
3 Technology 7.47%
4 Communication Services 5.74%
5 Consumer Discretionary 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
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