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
$1.83B
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,048
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$4.5M
3
+$2.52M
4
IT icon
Gartner
IT
+$1.46M
5
GRBK icon
Green Brick Partners
GRBK
+$1.46M

Top Sells

1
+$5.78M
2
+$3.23M
3
+$1.51M
4
COP icon
ConocoPhillips
COP
+$1.2M
5
AAPL icon
Apple
AAPL
+$1.18M

Sector Composition

1 Technology 26.06%
2 Consumer Discretionary 13.89%
3 Financials 12%
4 Communication Services 10.2%
5 Healthcare 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$68K ﹤0.01%
2,712
452
$68K ﹤0.01%
1,637
+1,212
453
$67K ﹤0.01%
1,200
454
$67K ﹤0.01%
660
455
$67K ﹤0.01%
600
+100
456
$67K ﹤0.01%
560
457
$66K ﹤0.01%
3,677
458
$66K ﹤0.01%
2,000
459
$65K ﹤0.01%
2,190
+90
460
$64K ﹤0.01%
125
461
$63K ﹤0.01%
300
462
$63K ﹤0.01%
357
463
$63K ﹤0.01%
556
464
$63K ﹤0.01%
270
465
$62K ﹤0.01%
1,032
466
$62K ﹤0.01%
778
467
$62K ﹤0.01%
1,614
468
$61K ﹤0.01%
260
469
$61K ﹤0.01%
153
470
$61K ﹤0.01%
1,684
471
$60K ﹤0.01%
1,000
472
$60K ﹤0.01%
145
473
$60K ﹤0.01%
2,000
474
$60K ﹤0.01%
+400
475
$58K ﹤0.01%
1,711
17 18
19
20 21