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
576
$7K ﹤0.01%
127
577
$7K ﹤0.01%
1,084
578
$7K ﹤0.01%
+300
579
$7K ﹤0.01%
+351
580
$7K ﹤0.01%
1,000
581
$6K ﹤0.01%
+50
582
$6K ﹤0.01%
100
-5
583
$6K ﹤0.01%
400
584
$6K ﹤0.01%
+90
585
$6K ﹤0.01%
91
586
$6K ﹤0.01%
100
-790
587
$6K ﹤0.01%
250
588
$6K ﹤0.01%
+8
589
$6K ﹤0.01%
+100
590
$6K ﹤0.01%
+400
591
$6K ﹤0.01%
+96
592
$5K ﹤0.01%
+125
593
$5K ﹤0.01%
+150
594
$5K ﹤0.01%
+300
595
$5K ﹤0.01%
57
-1,350
596
$5K ﹤0.01%
+71
597
$5K ﹤0.01%
72
598
$5K ﹤0.01%
+94
599
$5K ﹤0.01%
100
600
$5K ﹤0.01%
+194
22 23
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