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
$1.83B
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,048
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$4.5M
3
+$2.52M
4
IT icon
Gartner
IT
+$1.46M
5
GRBK icon
Green Brick Partners
GRBK
+$1.46M

Top Sells

1
+$5.78M
2
+$3.23M
3
+$1.51M
4
COP icon
ConocoPhillips
COP
+$1.2M
5
AAPL icon
Apple
AAPL
+$1.18M

Sector Composition

1 Technology 26.06%
2 Consumer Discretionary 13.89%
3 Financials 12%
4 Communication Services 10.2%
5 Healthcare 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$84K ﹤0.01%
330
427
$84K ﹤0.01%
1,550
+250
428
$84K ﹤0.01%
233
+203
429
$82K ﹤0.01%
705
430
$81K ﹤0.01%
151
431
$80K ﹤0.01%
4,000
432
$80K ﹤0.01%
1,480
433
$79K ﹤0.01%
1,700
+1,625
434
$78K ﹤0.01%
5,747
435
$78K ﹤0.01%
137
436
$78K ﹤0.01%
4,125
437
$78K ﹤0.01%
400
438
$77K ﹤0.01%
570
439
$75K ﹤0.01%
932
+40
440
$73K ﹤0.01%
420
441
$72K ﹤0.01%
568
442
$72K ﹤0.01%
581
443
$71K ﹤0.01%
1,020
444
$71K ﹤0.01%
322
+100
445
$71K ﹤0.01%
+1,760
446
$70K ﹤0.01%
2,361
447
$70K ﹤0.01%
362
448
$69K ﹤0.01%
120
449
$69K ﹤0.01%
1,096
+11
450
$68K ﹤0.01%
3,091
16 17
18
19 20