SIC

Salem Investment Counselors Portfolio holdings

AUM $3.54B
1-Year Est. Return 30.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.42%
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
+$13.6M
2
+$7.75M
3
+$7.21M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$6.96M
5
STZ icon
Constellation Brands
STZ
+$6.95M

Top Sells

1
+$4.69M
2
+$3.92M
3
+$3.86M
4
MSFT icon
Microsoft
MSFT
+$3.16M
5
EFX icon
Equifax
EFX
+$3.1M

Sector Composition

1 Technology 19.79%
2 Financials 14.16%
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
451
$26K ﹤0.01%
1,818
452
$26K ﹤0.01%
2,000
453
$25K ﹤0.01%
864
454
$25K ﹤0.01%
+910
455
$25K ﹤0.01%
4,813
456
$25K ﹤0.01%
+500
457
$25K ﹤0.01%
+500
458
$24K ﹤0.01%
+391
459
$24K ﹤0.01%
1,555
460
$24K ﹤0.01%
175
-25
461
$24K ﹤0.01%
434
+8
462
$23K ﹤0.01%
+275
463
$23K ﹤0.01%
+348
464
$23K ﹤0.01%
625
-1,314
465
$23K ﹤0.01%
1,000
466
$23K ﹤0.01%
+143
467
$23K ﹤0.01%
+450
468
$22K ﹤0.01%
+175
469
$22K ﹤0.01%
+58
470
$22K ﹤0.01%
+616
471
$22K ﹤0.01%
+511
472
$22K ﹤0.01%
+379
473
$22K ﹤0.01%
+692
474
$21K ﹤0.01%
+191
475
$21K ﹤0.01%
1,000
-3,710
17 18
19
20 21