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
351
$164K 0.01%
2,124
-100
352
$163K 0.01%
13,700
353
$162K 0.01%
848
+380
354
$162K 0.01%
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355
$158K 0.01%
1,035
356
$157K 0.01%
3,000
357
$155K 0.01%
3,000
358
$154K 0.01%
1,332
+158
359
$154K 0.01%
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360
$153K 0.01%
737
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361
$152K 0.01%
2,870
-130
362
$151K 0.01%
1,712
-54
363
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1,285
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364
$150K 0.01%
8,956
-8,600
365
$146K 0.01%
725
366
$145K 0.01%
599
367
$144K 0.01%
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368
$142K 0.01%
839
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369
$140K 0.01%
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370
$139K 0.01%
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371
$138K 0.01%
795
372
$136K 0.01%
5,100
373
$136K 0.01%
9,450
-1,250
374
$135K 0.01%
7,828
375
$132K 0.01%
1,139
13 14
15
16 17