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
$133M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$974K
2
+$930K
3
+$845K
4
PYPL icon
PayPal
PYPL
+$554K
5
SWKS icon
Skyworks Solutions
SWKS
+$521K

Top Sells

1
+$2.85M
2
+$995K
3
+$713K
4
UPS icon
United Parcel Service
UPS
+$691K
5
TSLA icon
Tesla
TSLA
+$688K

Sector Composition

1 Technology 10.31%
2 Financials 8.24%
3 Healthcare 6.98%
4 Communication Services 4.94%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$245K 0.18%
24,527
+1,200
177
$245K 0.18%
+724
178
$244K 0.18%
1,020
-115
179
$243K 0.18%
15,522
180
$241K 0.18%
2,484
-539
181
$241K 0.18%
+3,971
182
$240K 0.18%
2,748
183
$239K 0.18%
22,546
+59
184
$239K 0.18%
+3,855
185
$238K 0.18%
1,351
-152
186
$237K 0.18%
4,491
-85
187
$237K 0.18%
2,050
188
$236K 0.18%
+5,531
189
$235K 0.18%
+11,990
190
$235K 0.18%
34,174
+5,297
191
$235K 0.18%
11,077
192
$231K 0.17%
+8,560
193
$231K 0.17%
+3,389
194
$230K 0.17%
4,206
195
$228K 0.17%
2,595
+4
196
$226K 0.17%
+4,080
197
$225K 0.17%
+5,529
198
$223K 0.17%
+846
199
$222K 0.17%
+4,336
200
$221K 0.17%
6,968
-220
6 7
8
9 10