SIC

Salem Investment Counselors Portfolio holdings

AUM $3.54B
1-Year Est. Return 30.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.42%
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
+$4.39M
2
+$3.1M
3
+$2.97M
4
TDOC icon
Teladoc Health
TDOC
+$2.4M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.53M

Top Sells

1
+$3.95M
2
+$2.28M
3
+$1.52M
4
AAPL icon
Apple
AAPL
+$1.48M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$1.08M

Sector Composition

1 Technology 22.55%
2 Financials 14.32%
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
501
$18K ﹤0.01%
300
502
$18K ﹤0.01%
450
503
$18K ﹤0.01%
1,200
-500
504
$18K ﹤0.01%
155
505
$18K ﹤0.01%
3,500
+1,000
506
$17K ﹤0.01%
408
507
$17K ﹤0.01%
685
508
$17K ﹤0.01%
+110
509
$17K ﹤0.01%
200
510
$17K ﹤0.01%
127
+28
511
$17K ﹤0.01%
125
-625
512
$17K ﹤0.01%
+300
513
$16K ﹤0.01%
+95
514
$16K ﹤0.01%
881
515
$16K ﹤0.01%
434
516
$16K ﹤0.01%
174
517
$16K ﹤0.01%
1,000
518
$16K ﹤0.01%
206
519
$16K ﹤0.01%
1,108
520
$16K ﹤0.01%
228
521
$16K ﹤0.01%
+120
522
$16K ﹤0.01%
170
523
$16K ﹤0.01%
100
524
$16K ﹤0.01%
250
525
$15K ﹤0.01%
+2,000
19 20
21
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