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SIC

Salem Investment Counselors Portfolio holdings

AUM $3.41B
1-Year Est. Return 31.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$936M
AUM Growth
+$63.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$4.26M
3
+$3.63M
4
AMZN icon
Amazon
AMZN
+$3.45M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$3.3M

Top Sells

1
+$5.74M
2
+$3.45M
3
+$3.42M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$3.29M
5
MDLZ icon
Mondelez International
MDLZ
+$3.13M

Sector Composition

1 Technology 15.87%
2 Financials 14.21%
3 Consumer Staples 11.26%
4 Healthcare 10.93%
5 Consumer Discretionary 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$10K ﹤0.01%
468
527
$10K ﹤0.01%
350
528
$10K ﹤0.01%
220
529
$10K ﹤0.01%
308
530
$10K ﹤0.01%
150
531
$10K ﹤0.01%
687
+10
532
$8K ﹤0.01%
550
533
$8K ﹤0.01%
+166
534
– –
-200
535
– –
-202
536
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-5
537
– –
-42
538
– –
-552
539
– –
-250
540
– –
-2
541
– –
-27,025
542
– –
-118,110
543
– –
-2,834
544
– –
-50
545
– –
-200
546
– –
-170
547
– –
-400
548
– –
-500
549
– –
-32
550
– –
-500
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