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
401
$41K ﹤0.01%
500
402
$40K ﹤0.01%
+303
403
$40K ﹤0.01%
500
404
$40K ﹤0.01%
620
-450
405
$40K ﹤0.01%
469
406
$40K ﹤0.01%
2,090
407
$39K ﹤0.01%
19
+2
408
$39K ﹤0.01%
350
409
$39K ﹤0.01%
668
410
$39K ﹤0.01%
+1,039
411
$39K ﹤0.01%
3,499
412
$38K ﹤0.01%
1,128
413
$38K ﹤0.01%
660
414
$38K ﹤0.01%
100
415
$38K ﹤0.01%
454
416
$38K ﹤0.01%
+385
417
$37K ﹤0.01%
515
418
$37K ﹤0.01%
+125
419
$37K ﹤0.01%
312
420
$36K ﹤0.01%
+325
421
$36K ﹤0.01%
260
422
$36K ﹤0.01%
675
423
$36K ﹤0.01%
1,100
424
$35K ﹤0.01%
275
425
$35K ﹤0.01%
+277
15 16
17
18 19