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
401
$16K 0.01%
+171
402
$16K 0.01%
+137
403
$15K 0.01%
+77
404
$15K 0.01%
+312
405
$15K 0.01%
+229
406
$15K 0.01%
+457
407
$14K 0.01%
+56
408
$14K 0.01%
+130
409
$14K 0.01%
+155
410
$14K 0.01%
+200
411
$14K 0.01%
+194
412
$14K 0.01%
+1,000
413
$13K 0.01%
+27
414
$13K 0.01%
+176
415
$13K 0.01%
+334
416
$13K 0.01%
+1,177
417
$13K 0.01%
+125
418
$13K 0.01%
+67
419
$13K 0.01%
+182
420
$12K 0.01%
+30
421
$12K 0.01%
+750
422
$12K 0.01%
+286
423
$12K 0.01%
+1,517
424
$12K 0.01%
+42
425
$12K 0.01%
+100