SIC

Salem Investment Counselors Portfolio holdings

AUM $3.49B
1-Year Est. Return 27.91%
This Quarter Est. Return
1 Year Est. Return
+27.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.82B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
991
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$4.08M
3
+$2.93M
4
AMZN icon
Amazon
AMZN
+$2.82M
5
BABA icon
Alibaba
BABA
+$2.17M

Top Sells

1
+$2.43M
2
+$2.2M
3
+$677K
4
DFS
Discover Financial Services
DFS
+$526K
5
LOW icon
Lowe's Companies
LOW
+$475K

Sector Composition

1 Technology 25.59%
2 Consumer Discretionary 14.36%
3 Financials 11.82%
4 Communication Services 10.51%
5 Healthcare 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$564K 0.03%
2,089
+1,849
227
$558K 0.03%
1,617
+317
228
$557K 0.03%
6,076
229
$552K 0.03%
28,075
+6,700
230
$552K 0.03%
+17,987
231
$544K 0.03%
3,294
-50
232
$544K 0.03%
11,140
-2,206
233
$544K 0.03%
+8,734
234
$537K 0.03%
2,803
-4
235
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8,080
236
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5,200
237
$525K 0.03%
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238
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239
$505K 0.03%
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240
$487K 0.03%
5,658
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241
$486K 0.03%
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242
$482K 0.03%
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243
$470K 0.03%
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244
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5,547
245
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246
$465K 0.03%
6,000
247
$462K 0.03%
4,678
+1,909
248
$461K 0.03%
3,025
249
$460K 0.03%
500
250
$458K 0.03%
30,800
+24,562
8 9
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