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
251
$435K 0.02%
4,771
-73
252
$434K 0.02%
1,794
-98
253
$428K 0.02%
5,429
+20
254
$422K 0.02%
2,243
255
$419K 0.02%
1,719
+793
256
$415K 0.02%
3,540
257
$414K 0.02%
5,481
-50
258
$414K 0.02%
11,210
+2,202
259
$398K 0.02%
14,900
260
$394K 0.02%
5,264
+1,366
261
$394K 0.02%
7,000
262
$391K 0.02%
1,108
-2
263
$391K 0.02%
3,000
264
$390K 0.02%
10,000
265
$389K 0.02%
4,835
266
$388K 0.02%
34,174
+33,866
267
$387K 0.02%
1,014
+190
268
$374K 0.02%
5,900
269
$371K 0.02%
5,866
+3,241
270
$371K 0.02%
1,841
+1,839
271
$371K 0.02%
1,642
+18
272
$365K 0.02%
+4,066
273
$364K 0.02%
2,464
274
$360K 0.02%
4,226
-176
275
$347K 0.02%
1,200
9 10
11
12 13