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
$1.21B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
729
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.23M
3
+$3.2M
4
TDOC icon
Teladoc Health
TDOC
+$2.64M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.6M

Top Sells

1
+$4.08M
2
+$2.17M
3
+$1.69M
4
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
+$1.61M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$1.08M

Sector Composition

1 Technology 22.55%
2 Financials 14.31%
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%
1,525
+750
459
$26K ﹤0.01%
+200
460
$25K ﹤0.01%
1,555
461
$25K ﹤0.01%
680
462
$25K ﹤0.01%
500
463
$25K ﹤0.01%
348
464
$25K ﹤0.01%
43
465
$25K ﹤0.01%
1,000
466
$25K ﹤0.01%
500
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