SIC

Salem Investment Counselors Portfolio holdings

AUM $3.54B
1-Year Est. Return 30.41%
This Quarter Est. Return
1 Year Est. Return
+30.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
739
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$7.89M
3
+$7.7M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$7.36M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.09M

Top Sells

1
+$4.93M
2
+$3.86M
3
+$3.65M
4
EFX icon
Equifax
EFX
+$3.35M
5
MSFT icon
Microsoft
MSFT
+$3.33M

Sector Composition

1 Technology 19.79%
2 Financials 14.16%
3 Healthcare 11.15%
4 Consumer Discretionary 10.76%
5 Consumer Staples 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$61K 0.01%
250
+165
352
$60K 0.01%
+629
353
$59K 0.01%
350
354
$59K 0.01%
303
355
$58K 0.01%
1,100
356
$58K 0.01%
+348
357
$58K 0.01%
+820
358
$57K 0.01%
+330
359
$56K 0.01%
+1,750
360
$55K 0.01%
+888
361
$54K 0.01%
1,493
362
$54K 0.01%
980
363
$54K 0.01%
3,200
364
$53K ﹤0.01%
1,052
365
$52K ﹤0.01%
500
366
$52K ﹤0.01%
2,875
367
$52K ﹤0.01%
4,125
368
$52K ﹤0.01%
385
369
$51K ﹤0.01%
446
-103
370
$51K ﹤0.01%
1,415
371
$50K ﹤0.01%
+1,055
372
$50K ﹤0.01%
+1,275
373
$48K ﹤0.01%
183
+102
374
$47K ﹤0.01%
+1,525
375
$47K ﹤0.01%
+502
13 14
15
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