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
551
$31K ﹤0.01%
1,500
552
$31K ﹤0.01%
376
553
$31K ﹤0.01%
294
554
$31K ﹤0.01%
171
+1
555
$30K ﹤0.01%
425
556
$30K ﹤0.01%
1,000
557
$30K ﹤0.01%
850
558
$29K ﹤0.01%
495
559
$29K ﹤0.01%
119
-236
560
$29K ﹤0.01%
553
561
$29K ﹤0.01%
1,000
562
$29K ﹤0.01%
505
563
$29K ﹤0.01%
450
564
$28K ﹤0.01%
685
565
$28K ﹤0.01%
864
566
$28K ﹤0.01%
130
-27
567
$28K ﹤0.01%
100
-150
568
$28K ﹤0.01%
1,100
569
$28K ﹤0.01%
400
570
$28K ﹤0.01%
149
571
$27K ﹤0.01%
235
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572
$27K ﹤0.01%
1,012
-9
573
$27K ﹤0.01%
600
574
$27K ﹤0.01%
466
575
$26K ﹤0.01%
1,665
21 22
23
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