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
451
$26K ﹤0.01%
225
-189
452
$26K ﹤0.01%
1,818
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%
1,555
459
$24K ﹤0.01%
175
-25
460
$24K ﹤0.01%
434
+8
461
$24K ﹤0.01%
+391
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%
+346
474
$21K ﹤0.01%
+604
475
$21K ﹤0.01%
881
-61
17 18
19
20 21