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
376
$128K 0.01%
900
377
$128K 0.01%
+1,600
378
$128K 0.01%
1,190
-60
379
$125K 0.01%
1,002
380
$123K 0.01%
2,018
381
$123K 0.01%
645
+375
382
$120K 0.01%
300
383
$119K 0.01%
1,200
384
$118K 0.01%
6,000
+650
385
$117K 0.01%
+1,260
386
$116K 0.01%
1,400
387
$116K 0.01%
741
388
$113K 0.01%
2,500
389
$112K 0.01%
645
390
$110K 0.01%
189
391
$110K 0.01%
303
392
$106K 0.01%
1,100
393
$104K 0.01%
300
394
$103K 0.01%
1,996
395
$102K 0.01%
100
396
$102K 0.01%
795
397
$101K 0.01%
916
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398
$98K 0.01%
400
399
$97K 0.01%
1,000
400
$96K 0.01%
717
+107
14 15
16
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