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
476
$54K ﹤0.01%
650
477
$54K ﹤0.01%
500
478
$53K ﹤0.01%
2,040
479
$52K ﹤0.01%
1,979
-1,450
480
$52K ﹤0.01%
270
481
$51K ﹤0.01%
3,000
482
$51K ﹤0.01%
374
-11
483
$50K ﹤0.01%
556
484
$50K ﹤0.01%
1,468
485
$49K ﹤0.01%
1,124
486
$49K ﹤0.01%
2,500
487
$48K ﹤0.01%
563
+14
488
$48K ﹤0.01%
222
489
$48K ﹤0.01%
900
490
$48K ﹤0.01%
158
491
$47K ﹤0.01%
875
492
$47K ﹤0.01%
1,712
+1,584
493
$45K ﹤0.01%
755
494
$44K ﹤0.01%
186
495
$44K ﹤0.01%
2,075
496
$44K ﹤0.01%
1,080
497
$44K ﹤0.01%
750
498
$44K ﹤0.01%
1,590
499
$44K ﹤0.01%
+2,000
500
$44K ﹤0.01%
+1,975
18 19
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