SIC

Samalin Investment Counsel Portfolio holdings

AUM $290M
1-Year Est. Return 16.33%
This Quarter Est. Return
1 Year Est. Return
+16.33%
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
551
$0 ﹤0.01%
+10
552
$0 ﹤0.01%
+13
553
$0 ﹤0.01%
+25
554
$0 ﹤0.01%
+3
555
$0 ﹤0.01%
+60
556
$0 ﹤0.01%
+195
557
$0 ﹤0.01%
+8
558
$0 ﹤0.01%
+18
559
$0 ﹤0.01%
+9
560
$0 ﹤0.01%
+50
561
$0 ﹤0.01%
+100