SIC

Salem Investment Counselors Portfolio holdings

AUM $2.76B
1-Year Est. Return 32.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.1%
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
+$4.39M
2
+$3.1M
3
+$2.97M
4
TDOC icon
Teladoc Health
TDOC
+$2.4M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.53M

Top Sells

1
+$3.95M
2
+$2.28M
3
+$1.52M
4
AAPL icon
Apple
AAPL
+$1.48M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$1.08M

Sector Composition

1 Technology 22.55%
2 Financials 14.32%
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
426
$35K ﹤0.01%
349
427
$35K ﹤0.01%
1,000
428
$34K ﹤0.01%
750
429
$34K ﹤0.01%
+158
430
$33K ﹤0.01%
200
431
$33K ﹤0.01%
200
432
$33K ﹤0.01%
1,000
433
$32K ﹤0.01%
728
434
$32K ﹤0.01%
300
+200
435
$32K ﹤0.01%
+125
436
$30K ﹤0.01%
+25
437
$30K ﹤0.01%
858
438
$30K ﹤0.01%
+118
439
$30K ﹤0.01%
189
440
$30K ﹤0.01%
905
+490
441
$30K ﹤0.01%
1,525
442
$29K ﹤0.01%
+137
443
$29K ﹤0.01%
1,150
-100
444
$29K ﹤0.01%
+97
445
$29K ﹤0.01%
700
446
$29K ﹤0.01%
+1,032
447
$29K ﹤0.01%
1,103
+38
448
$29K ﹤0.01%
300
+50
449
$29K ﹤0.01%
251
+76
450
$28K ﹤0.01%
+122
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