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
501
$49K ﹤0.01%
1,468
502
$48K ﹤0.01%
563
503
$48K ﹤0.01%
+301
504
$48K ﹤0.01%
2,500
505
$47K ﹤0.01%
3,000
506
$47K ﹤0.01%
1,100
-24
507
$47K ﹤0.01%
158
508
$47K ﹤0.01%
1,738
+26
509
$46K ﹤0.01%
1,080
510
$45K ﹤0.01%
300
+200
511
$45K ﹤0.01%
755
512
$45K ﹤0.01%
875
513
$44K ﹤0.01%
+400
514
$43K ﹤0.01%
500
515
$43K ﹤0.01%
1,020
516
$43K ﹤0.01%
750
517
$43K ﹤0.01%
1,975
518
$43K ﹤0.01%
2,040
519
$42K ﹤0.01%
25
520
$42K ﹤0.01%
473
521
$41K ﹤0.01%
840
522
$41K ﹤0.01%
668
523
$40K ﹤0.01%
350
524
$40K ﹤0.01%
270
525
$39K ﹤0.01%
700
19 20
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