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
526
$15K ﹤0.01%
575
527
$15K ﹤0.01%
3,700
528
$15K ﹤0.01%
500
529
$15K ﹤0.01%
146
530
$15K ﹤0.01%
1,101
-135
531
$15K ﹤0.01%
+100
532
$14K ﹤0.01%
193
533
$14K ﹤0.01%
181
534
$14K ﹤0.01%
5,076
535
$14K ﹤0.01%
+200
536
$14K ﹤0.01%
582
+12
537
$14K ﹤0.01%
1,190
538
$14K ﹤0.01%
123
539
$14K ﹤0.01%
200
540
$14K ﹤0.01%
450
541
$14K ﹤0.01%
215
542
$13K ﹤0.01%
278
543
$13K ﹤0.01%
+200
544
$13K ﹤0.01%
+158
545
$12K ﹤0.01%
150
546
$12K ﹤0.01%
+400
547
$12K ﹤0.01%
410
548
$12K ﹤0.01%
58
549
$12K ﹤0.01%
800
550
$12K ﹤0.01%
328
20 21
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