SIC

Salem Investment Counselors Portfolio holdings

AUM $2.76B
1-Year Est. Return 32.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.1%
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
+$4.39M
2
+$3.1M
3
+$2.97M
4
TDOC icon
Teladoc Health
TDOC
+$2.4M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.53M

Top Sells

1
+$3.95M
2
+$2.28M
3
+$1.52M
4
AAPL icon
Apple
AAPL
+$1.48M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$1.08M

Sector Composition

1 Technology 22.55%
2 Financials 14.32%
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
376
$50K ﹤0.01%
1,000
377
$49K ﹤0.01%
4,030
378
$48K ﹤0.01%
300
379
$48K ﹤0.01%
492
-10
380
$47K ﹤0.01%
+755
381
$47K ﹤0.01%
1,993
+700
382
$46K ﹤0.01%
714
383
$45K ﹤0.01%
385
384
$44K ﹤0.01%
+473
385
$44K ﹤0.01%
1,450
+1,050
386
$44K ﹤0.01%
1,077
+25
387
$43K ﹤0.01%
+832
388
$43K ﹤0.01%
500
389
$43K ﹤0.01%
3,025
+25
390
$43K ﹤0.01%
583
391
$43K ﹤0.01%
1,080
392
$43K ﹤0.01%
1,979
393
$43K ﹤0.01%
458
+172
394
$43K ﹤0.01%
3,500
395
$43K ﹤0.01%
780
396
$42K ﹤0.01%
331
397
$42K ﹤0.01%
8,000
-1,600
398
$42K ﹤0.01%
583
+5
399
$42K ﹤0.01%
1,000
400
$41K ﹤0.01%
1,468
14 15
16
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