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
401
$95K 0.01%
4,716
+2,350
402
$95K 0.01%
1,725
+290
403
$94K 0.01%
2,113
404
$94K 0.01%
1,480
-720
405
$94K 0.01%
414
-138
406
$93K 0.01%
600
+300
407
$91K 0.01%
1,741
-12,949
408
$91K 0.01%
2,085
-11
409
$91K 0.01%
2,000
410
$86K ﹤0.01%
576
411
$85K ﹤0.01%
2,700
412
$84K ﹤0.01%
330
413
$83K ﹤0.01%
570
414
$82K ﹤0.01%
400
-215
415
$81K ﹤0.01%
2,500
-1,500
416
$80K ﹤0.01%
5,747
417
$80K ﹤0.01%
+4,000
418
$80K ﹤0.01%
1,491
419
$80K ﹤0.01%
1,984
+1,110
420
$77K ﹤0.01%
153
421
$76K ﹤0.01%
+3,677
422
$76K ﹤0.01%
2,361
-1,365
423
$76K ﹤0.01%
1,300
424
$75K ﹤0.01%
1,152
-25
425
$75K ﹤0.01%
2,125
15 16
17
18 19