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
$1.21B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
729
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.23M
3
+$3.2M
4
TDOC icon
Teladoc Health
TDOC
+$2.64M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.6M

Top Sells

1
+$4.08M
2
+$2.17M
3
+$1.69M
4
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
+$1.61M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$1.08M

Sector Composition

1 Technology 22.55%
2 Financials 14.31%
3 Consumer Discretionary 10.49%
4 Healthcare 10.48%
5 Consumer Staples 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$188K 0.02%
1,225
252
$179K 0.01%
1,245
253
$178K 0.01%
996
254
$177K 0.01%
2,010
-35
255
$173K 0.01%
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256
$173K 0.01%
10,098
+1,000
257
$168K 0.01%
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258
$162K 0.01%
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259
$161K 0.01%
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260
$159K 0.01%
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261
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262
$154K 0.01%
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263
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264
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265
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266
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267
$143K 0.01%
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268
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270
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272
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13,078
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273
$138K 0.01%
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274
$138K 0.01%
986
+286
275
$137K 0.01%
6,040
9 10
11
12 13