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
476
$4K ﹤0.01%
+17
477
$4K ﹤0.01%
+253
478
$4K ﹤0.01%
+111
479
$4K ﹤0.01%
+583
480
$4K ﹤0.01%
+12
481
$4K ﹤0.01%
+107
482
$4K ﹤0.01%
+200
483
$4K ﹤0.01%
+25
484
$4K ﹤0.01%
+55
485
$4K ﹤0.01%
+305
486
$4K ﹤0.01%
+500
487
$3K ﹤0.01%
+10
488
$3K ﹤0.01%
+3
489
$3K ﹤0.01%
+100
490
$3K ﹤0.01%
+103
491
$3K ﹤0.01%
+39
492
$3K ﹤0.01%
+55
493
$3K ﹤0.01%
+75
494
$3K ﹤0.01%
+70
495
$3K ﹤0.01%
+35
496
$3K ﹤0.01%
+103
497
$3K ﹤0.01%
+162
498
$3K ﹤0.01%
+62
499
$3K ﹤0.01%
+58
500
$3K ﹤0.01%
+49