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
526
$14K ﹤0.01%
+555
527
$14K ﹤0.01%
137
-92
528
$14K ﹤0.01%
+196
529
$13K ﹤0.01%
150
-22
530
$13K ﹤0.01%
+89
531
$13K ﹤0.01%
99
532
$13K ﹤0.01%
+559
533
$13K ﹤0.01%
400
534
$13K ﹤0.01%
+500
535
$13K ﹤0.01%
415
536
$13K ﹤0.01%
450
537
$13K ﹤0.01%
+215
538
$12K ﹤0.01%
410
539
$12K ﹤0.01%
+143
540
$12K ﹤0.01%
+150
541
$12K ﹤0.01%
400
542
$11K ﹤0.01%
3,700
543
$11K ﹤0.01%
211
544
$11K ﹤0.01%
400
-27,475
545
$11K ﹤0.01%
123
546
$11K ﹤0.01%
500
547
$11K ﹤0.01%
328
548
$11K ﹤0.01%
+368
549
$10K ﹤0.01%
685
550
$10K ﹤0.01%
+575
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