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
$1.08B
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 14.15%
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
401
$38K ﹤0.01%
+500
402
$38K ﹤0.01%
+1,128
403
$38K ﹤0.01%
500
-21,762
404
$38K ﹤0.01%
573
+323
405
$38K ﹤0.01%
100
406
$38K ﹤0.01%
+454
407
$38K ﹤0.01%
209
-1,690
408
$38K ﹤0.01%
+990
409
$37K ﹤0.01%
+260
410
$37K ﹤0.01%
300
411
$36K ﹤0.01%
+848
412
$36K ﹤0.01%
+33
413
$36K ﹤0.01%
1,293
-66
414
$35K ﹤0.01%
+714
415
$35K ﹤0.01%
+1,000
416
$35K ﹤0.01%
+312
417
$34K ﹤0.01%
+515
418
$34K ﹤0.01%
+336
419
$34K ﹤0.01%
+250
420
$33K ﹤0.01%
+660
421
$33K ﹤0.01%
1,100
-3,793
422
$33K ﹤0.01%
396
+215
423
$33K ﹤0.01%
1,000
424
$32K ﹤0.01%
+17
425
$32K ﹤0.01%
342
15 16
17
18 19