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
426
$32K ﹤0.01%
189
427
$32K ﹤0.01%
2,090
+500
428
$32K ﹤0.01%
675
-150
429
$32K ﹤0.01%
200
430
$31K ﹤0.01%
2,000
431
$30K ﹤0.01%
469
432
$30K ﹤0.01%
+349
433
$29K ﹤0.01%
+275
434
$29K ﹤0.01%
90
-2
435
$29K ﹤0.01%
200
436
$28K ﹤0.01%
5,076
-4,712
437
$28K ﹤0.01%
+728
438
$28K ﹤0.01%
+858
439
$28K ﹤0.01%
1,700
440
$28K ﹤0.01%
+246
441
$27K ﹤0.01%
1,065
+473
442
$27K ﹤0.01%
680
443
$27K ﹤0.01%
+419
444
$27K ﹤0.01%
500
445
$27K ﹤0.01%
5,239
446
$27K ﹤0.01%
600
447
$26K ﹤0.01%
+700
448
$26K ﹤0.01%
2,000
449
$26K ﹤0.01%
+43
450
$26K ﹤0.01%
450
16 17
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