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
501
$43K ﹤0.01%
840
502
$43K ﹤0.01%
2,000
503
$43K ﹤0.01%
348
504
$43K ﹤0.01%
357
505
$42K ﹤0.01%
623
-503
506
$42K ﹤0.01%
205
-75
507
$42K ﹤0.01%
473
508
$41K ﹤0.01%
350
509
$41K ﹤0.01%
5,239
510
$41K ﹤0.01%
554
-515
511
$40K ﹤0.01%
3,091
+625
512
$40K ﹤0.01%
500
513
$40K ﹤0.01%
251
514
$40K ﹤0.01%
276
515
$40K ﹤0.01%
758
+350
516
$40K ﹤0.01%
675
517
$40K ﹤0.01%
668
518
$40K ﹤0.01%
379
519
$40K ﹤0.01%
900
520
$39K ﹤0.01%
122
521
$39K ﹤0.01%
1,020
522
$39K ﹤0.01%
162
523
$39K ﹤0.01%
3,500
524
$39K ﹤0.01%
454
-1,865
525
$39K ﹤0.01%
535
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