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
$1.08B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
739
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$7.89M
3
+$7.7M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$7.36M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.09M

Top Sells

1
+$4.93M
2
+$3.86M
3
+$3.65M
4
EFX icon
Equifax
EFX
+$3.35M
5
MSFT icon
Microsoft
MSFT
+$3.33M

Sector Composition

1 Technology 19.79%
2 Financials 14.15%
3 Healthcare 11.15%
4 Consumer Discretionary 10.76%
5 Consumer Staples 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$17K ﹤0.01%
1,100
502
$17K ﹤0.01%
90
-22
503
$17K ﹤0.01%
200
504
$17K ﹤0.01%
+550
505
$17K ﹤0.01%
+304
506
$17K ﹤0.01%
+193
507
$17K ﹤0.01%
250
508
$17K ﹤0.01%
725
509
$17K ﹤0.01%
300
510
$17K ﹤0.01%
314
+119
511
$17K ﹤0.01%
+155
512
$16K ﹤0.01%
+408
513
$16K ﹤0.01%
200
514
$16K ﹤0.01%
312
-31
515
$15K ﹤0.01%
1,000
516
$15K ﹤0.01%
146
517
$15K ﹤0.01%
1,236
518
$15K ﹤0.01%
228
519
$15K ﹤0.01%
+170
520
$15K ﹤0.01%
+100
521
$15K ﹤0.01%
1,000
522
$15K ﹤0.01%
+125
523
$14K ﹤0.01%
+278
524
$14K ﹤0.01%
1,190
525
$14K ﹤0.01%
1,108
-2,600
19 20
21
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