SIC

Salem Investment Counselors Portfolio holdings

AUM $3.54B
1-Year Est. Return 30.41%
This Quarter Est. Return
1 Year Est. Return
+30.41%
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 10.63%
5 Healthcare 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$74K ﹤0.01%
151
+18
427
$74K ﹤0.01%
705
428
$74K ﹤0.01%
568
429
$73K ﹤0.01%
560
430
$73K ﹤0.01%
+2,000
431
$73K ﹤0.01%
307
432
$72K ﹤0.01%
1,020
433
$71K ﹤0.01%
4,125
434
$71K ﹤0.01%
2,712
435
$70K ﹤0.01%
180
436
$70K ﹤0.01%
581
437
$70K ﹤0.01%
362
438
$70K ﹤0.01%
1,085
+12
439
$70K ﹤0.01%
137
440
$70K ﹤0.01%
120
-175
441
$69K ﹤0.01%
1,684
442
$69K ﹤0.01%
1,200
443
$67K ﹤0.01%
2,000
444
$67K ﹤0.01%
420
445
$66K ﹤0.01%
125
446
$66K ﹤0.01%
+368
447
$66K ﹤0.01%
660
448
$66K ﹤0.01%
1,032
449
$65K ﹤0.01%
1,415
450
$64K ﹤0.01%
260
16 17
18
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