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
476
$22K ﹤0.01%
175
477
$22K ﹤0.01%
5,239
478
$22K ﹤0.01%
511
479
$22K ﹤0.01%
167
+2
480
$21K ﹤0.01%
495
481
$21K ﹤0.01%
+86
482
$21K ﹤0.01%
500
-386
483
$21K ﹤0.01%
150
484
$21K ﹤0.01%
+200
485
$21K ﹤0.01%
450
486
$21K ﹤0.01%
1,000
487
$21K ﹤0.01%
190
-36,950
488
$21K ﹤0.01%
900
489
$20K ﹤0.01%
+1,600
490
$20K ﹤0.01%
580
+180
491
$20K ﹤0.01%
+95
492
$20K ﹤0.01%
3,312
493
$20K ﹤0.01%
+765
494
$19K ﹤0.01%
150
495
$19K ﹤0.01%
125
496
$19K ﹤0.01%
600
497
$19K ﹤0.01%
775
+50
498
$19K ﹤0.01%
149
499
$18K ﹤0.01%
90
500
$18K ﹤0.01%
304
18 19
20
21 22