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
$967M
AUM Growth
-$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.82M
3
+$1.73M
4
DY icon
Dycom Industries
DY
+$1.69M
5
DIS icon
Walt Disney
DIS
+$1.31M

Top Sells

1
+$3.02M
2
+$2.32M
3
+$1.83M
4
MU icon
Micron Technology
MU
+$1.18M
5
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
+$1.15M

Sector Composition

1 Technology 24.43%
2 Financials 11.97%
3 Consumer Discretionary 11.48%
4 Healthcare 11.17%
5 Consumer Staples 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$20K ﹤0.01%
133
452
$20K ﹤0.01%
200
453
$20K ﹤0.01%
200
454
$20K ﹤0.01%
198
455
$19K ﹤0.01%
122
456
$19K ﹤0.01%
175
457
$19K ﹤0.01%
616
458
$19K ﹤0.01%
1,039
459
$18K ﹤0.01%
86
460
$18K ﹤0.01%
200
461
$18K ﹤0.01%
278
462
$18K ﹤0.01%
+246
463
$18K ﹤0.01%
1,293
-700
464
$17K ﹤0.01%
686
-146
465
$17K ﹤0.01%
1,000
466
$17K ﹤0.01%
600
467
$17K ﹤0.01%
765
468
$17K ﹤0.01%
500
-500
469
$16K ﹤0.01%
90
470
$16K ﹤0.01%
500
471
$16K ﹤0.01%
127
472
$16K ﹤0.01%
500
473
$16K ﹤0.01%
5,239
474
$16K ﹤0.01%
175
-76
475
$16K ﹤0.01%
168
+1
17 18
19
20 21