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
351
$64K 0.01%
705
352
$63K 0.01%
1,055
353
$63K 0.01%
1,545
354
$62K 0.01%
4,125
355
$62K 0.01%
330
356
$62K 0.01%
6,990
357
$61K 0.01%
1,930
-380
358
$60K 0.01%
1,000
359
$59K ﹤0.01%
1,711
360
$59K ﹤0.01%
290
361
$58K ﹤0.01%
2,875
362
$58K ﹤0.01%
560
363
$57K ﹤0.01%
3,200
364
$57K ﹤0.01%
385
365
$57K ﹤0.01%
+1,960
366
$55K ﹤0.01%
+1,227
367
$55K ﹤0.01%
1,712
-165
368
$53K ﹤0.01%
1,415
369
$53K ﹤0.01%
2,100
-5,800
370
$53K ﹤0.01%
1,493
371
$53K ﹤0.01%
350
372
$52K ﹤0.01%
199
+16
373
$52K ﹤0.01%
688
+590
374
$51K ﹤0.01%
1,100
375
$50K ﹤0.01%
888
13 14
15
16 17