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
426
$12K 0.01%
+302
427
$12K 0.01%
+307
428
$11K 0.01%
+120
429
$11K 0.01%
+130
430
$11K 0.01%
+132
431
$11K 0.01%
+834
432
$11K 0.01%
+77
433
$11K 0.01%
+159
434
$10K 0.01%
+71
435
$10K 0.01%
+130
436
$10K 0.01%
+173
437
$10K 0.01%
+130
438
$10K 0.01%
+517
439
$10K 0.01%
+113
440
$10K 0.01%
+360
441
$10K 0.01%
+400
442
$9K 0.01%
+55
443
$9K 0.01%
+80
444
$9K 0.01%
+70
445
$9K 0.01%
+53
446
$9K 0.01%
+162
447
$8K 0.01%
+166
448
$8K 0.01%
+90
449
$8K 0.01%
+100
450
$8K 0.01%
+2,226