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
551
$12K ﹤0.01%
145
+2
552
$12K ﹤0.01%
150
553
$11K ﹤0.01%
208
554
$11K ﹤0.01%
1,000
555
$11K ﹤0.01%
400
556
$11K ﹤0.01%
640
-99
557
$10K ﹤0.01%
125
-75
558
$10K ﹤0.01%
200
559
$10K ﹤0.01%
146
560
$10K ﹤0.01%
150
561
$10K ﹤0.01%
150
-100
562
$10K ﹤0.01%
127
563
$10K ﹤0.01%
250
564
$9K ﹤0.01%
36
+17
565
$9K ﹤0.01%
144
566
$9K ﹤0.01%
144
567
$9K ﹤0.01%
310
568
$9K ﹤0.01%
75
-1,000
569
$9K ﹤0.01%
+260
570
$9K ﹤0.01%
292
571
$9K ﹤0.01%
200
572
$9K ﹤0.01%
+100
573
$8K ﹤0.01%
150
574
$8K ﹤0.01%
250
-300
575
$8K ﹤0.01%
538
21 22
23
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