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
526
$1K ﹤0.01%
+21
527
$1K ﹤0.01%
+16
528
$1K ﹤0.01%
+262
529
$1K ﹤0.01%
+46
530
$1K ﹤0.01%
+40
531
$1K ﹤0.01%
+14
532
$1K ﹤0.01%
+300
533
$1K ﹤0.01%
+66
534
$1K ﹤0.01%
+53
535
$1K ﹤0.01%
+81
536
$1K ﹤0.01%
+18
537
$1K ﹤0.01%
+30
538
$1K ﹤0.01%
+55
539
$1K ﹤0.01%
+16
540
$1K ﹤0.01%
+6
541
$1K ﹤0.01%
+200
542
$1K ﹤0.01%
+160
543
$0 ﹤0.01%
+121
544
$0 ﹤0.01%
+50
545
$0 ﹤0.01%
+29
546
$0 ﹤0.01%
+83
547
$0 ﹤0.01%
+3
548
$0 ﹤0.01%
+37
549
$0 ﹤0.01%
+7
550
$0 ﹤0.01%
+70