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
$1.82B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
991
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$4.08M
3
+$2.93M
4
AMZN icon
Amazon
AMZN
+$2.82M
5
BABA icon
Alibaba
BABA
+$2.17M

Top Sells

1
+$2.43M
2
+$2.2M
3
+$677K
4
DFS
Discover Financial Services
DFS
+$526K
5
LOW icon
Lowe's Companies
LOW
+$475K

Sector Composition

1 Technology 25.59%
2 Consumer Discretionary 14.36%
3 Financials 11.82%
4 Communication Services 10.51%
5 Healthcare 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$63K ﹤0.01%
892
452
$63K ﹤0.01%
+7,372
453
$63K ﹤0.01%
778
-426
454
$62K ﹤0.01%
300
455
$62K ﹤0.01%
1,711
456
$62K ﹤0.01%
500
457
$61K ﹤0.01%
+2,112
458
$61K ﹤0.01%
10,650
459
$60K ﹤0.01%
1,000
460
$60K ﹤0.01%
1,614
461
$60K ﹤0.01%
1,493
462
$59K ﹤0.01%
1,227
463
$59K ﹤0.01%
270
464
$58K ﹤0.01%
445
465
$58K ﹤0.01%
440
466
$58K ﹤0.01%
452
467
$58K ﹤0.01%
1,034
468
$57K ﹤0.01%
357
469
$57K ﹤0.01%
1,100
470
$56K ﹤0.01%
2,100
471
$56K ﹤0.01%
349
472
$56K ﹤0.01%
824
-225
473
$56K ﹤0.01%
300
474
$54K ﹤0.01%
145
475
$54K ﹤0.01%
1,065
17 18
19
20 21