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
476
$58K ﹤0.01%
452
477
$58K ﹤0.01%
1,100
478
$58K ﹤0.01%
300
479
$57K ﹤0.01%
374
480
$57K ﹤0.01%
440
481
$57K ﹤0.01%
+751
482
$56K ﹤0.01%
1,065
483
$56K ﹤0.01%
+200
484
$55K ﹤0.01%
650
485
$55K ﹤0.01%
349
486
$54K ﹤0.01%
255
+125
487
$54K ﹤0.01%
3,000
-10,281
488
$54K ﹤0.01%
779
+583
489
$54K ﹤0.01%
500
490
$54K ﹤0.01%
1,079
+45
491
$54K ﹤0.01%
1,493
492
$52K ﹤0.01%
1,415
493
$52K ﹤0.01%
200
+20
494
$51K ﹤0.01%
1,979
495
$50K ﹤0.01%
7,372
496
$50K ﹤0.01%
186
497
$50K ﹤0.01%
1,227
498
$50K ﹤0.01%
+1,338
499
$49K ﹤0.01%
445
500
$49K ﹤0.01%
2,000
18 19
20
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