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
276
$340K 0.02%
2,125
+820
277
$337K 0.02%
4,371
+3,871
278
$335K 0.02%
73,000
279
$326K 0.02%
1,361
-156
280
$323K 0.02%
+14,519
281
$319K 0.02%
9,430
-230
282
$316K 0.02%
5,817
-4
283
$314K 0.02%
3,655
284
$308K 0.02%
+9,642
285
$306K 0.02%
547
+183
286
$304K 0.02%
3,377
-25
287
$304K 0.02%
803
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288
$300K 0.02%
4,306
-13
289
$300K 0.02%
3,925
290
$289K 0.02%
2,104
+75
291
$284K 0.02%
10,000
292
$284K 0.02%
2,563
+262
293
$283K 0.02%
1,784
294
$282K 0.02%
2,305
295
$279K 0.02%
+9,300
296
$272K 0.02%
1,100
297
$263K 0.01%
600
298
$260K 0.01%
15,000
299
$259K 0.01%
9,838
+9,435
300
$254K 0.01%
6,100
+100
10 11
12
13 14