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
301
$105K 0.01%
1,786
+20
302
$104K 0.01%
750
303
$103K 0.01%
1,232
+210
304
$103K 0.01%
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-3,000
305
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3,000
306
$100K 0.01%
916
307
$100K 0.01%
1,687
+1,375
308
$98K 0.01%
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309
$97K 0.01%
3,228
310
$97K 0.01%
3,500
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311
$97K 0.01%
1,350
312
$96K 0.01%
809
313
$96K 0.01%
526
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314
$96K 0.01%
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315
$94K 0.01%
700
316
$94K 0.01%
4,881
317
$94K 0.01%
2,000
318
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321
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322
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323
$88K 0.01%
3,200
-350
324
$85K 0.01%
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325
$83K 0.01%
745
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11 12
13
14 15