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
$1.21B
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
451
$28K ﹤0.01%
2,000
452
$28K ﹤0.01%
+198
453
$27K ﹤0.01%
500
454
$27K ﹤0.01%
+133
455
$26K ﹤0.01%
864
456
$26K ﹤0.01%
278
457
$26K ﹤0.01%
4,813
458
$26K ﹤0.01%
153
+75
459
$26K ﹤0.01%
+200
460
$25K ﹤0.01%
500
461
$25K ﹤0.01%
1,555
462
$25K ﹤0.01%
680
463
$25K ﹤0.01%
500
464
$25K ﹤0.01%
348
465
$25K ﹤0.01%
43
466
$25K ﹤0.01%
1,000
467
$25K ﹤0.01%
1,818
468
$25K ﹤0.01%
391
469
$24K ﹤0.01%
+348
470
$24K ﹤0.01%
625
471
$24K ﹤0.01%
381
472
$24K ﹤0.01%
616
473
$23K ﹤0.01%
379
474
$22K ﹤0.01%
175
475
$22K ﹤0.01%
1,525
17 18
19
20 21