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
451
$8K 0.01%
+398
452
$8K 0.01%
+141
453
$7K 0.01%
+50
454
$7K 0.01%
+132
455
$7K 0.01%
+145
456
$7K 0.01%
+262
457
$6K 0.01%
+71
458
$6K 0.01%
+25
459
$6K 0.01%
+103
460
$6K 0.01%
+33
461
$6K 0.01%
+50
462
$6K 0.01%
+117
463
$6K 0.01%
+71
464
$5K ﹤0.01%
+94
465
$5K ﹤0.01%
+103
466
$5K ﹤0.01%
+65
467
$5K ﹤0.01%
+181
468
$5K ﹤0.01%
+227
469
$5K ﹤0.01%
+25
470
$5K ﹤0.01%
+100
471
$5K ﹤0.01%
+94
472
$5K ﹤0.01%
+101
473
$5K ﹤0.01%
+1,007
474
$5K ﹤0.01%
+700
475
$4K ﹤0.01%
+100