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
526
$39K ﹤0.01%
500
527
$39K ﹤0.01%
780
528
$38K ﹤0.01%
700
529
$38K ﹤0.01%
390
530
$38K ﹤0.01%
469
531
$38K ﹤0.01%
133
532
$38K ﹤0.01%
280
533
$38K ﹤0.01%
1,000
-500
534
$37K ﹤0.01%
25
535
$36K ﹤0.01%
225
536
$36K ﹤0.01%
3,500
537
$35K ﹤0.01%
640
538
$34K ﹤0.01%
600
539
$34K ﹤0.01%
500
540
$34K ﹤0.01%
679
+160
541
$33K ﹤0.01%
229
542
$33K ﹤0.01%
285
543
$33K ﹤0.01%
858
544
$33K ﹤0.01%
616
545
$33K ﹤0.01%
1,700
-545
546
$33K ﹤0.01%
175
547
$32K ﹤0.01%
400
548
$32K ﹤0.01%
2,100
549
$32K ﹤0.01%
250
550
$31K ﹤0.01%
881
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