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
326
$203K 0.01%
3,015
-320
327
$200K 0.01%
4,190
+2,100
328
$197K 0.01%
4,400
329
$197K 0.01%
840
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330
$194K 0.01%
423
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331
$194K 0.01%
20,000
332
$190K 0.01%
1,813
-2,450
333
$189K 0.01%
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-150
334
$185K 0.01%
2,114
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335
$185K 0.01%
5,701
336
$183K 0.01%
8,570
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337
$182K 0.01%
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338
$180K 0.01%
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339
$178K 0.01%
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340
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341
$176K 0.01%
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342
$173K 0.01%
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343
$172K 0.01%
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344
$171K 0.01%
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345
$170K 0.01%
7,440
+1,275
346
$169K 0.01%
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347
$169K 0.01%
463
348
$168K 0.01%
977
349
$165K 0.01%
5,000
350
$165K 0.01%
4,378
12 13
14
15 16