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
$1.21B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
729
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.23M
3
+$3.2M
4
TDOC icon
Teladoc Health
TDOC
+$2.64M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.6M

Top Sells

1
+$4.08M
2
+$2.17M
3
+$1.69M
4
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
+$1.61M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$1.08M

Sector Composition

1 Technology 22.55%
2 Financials 14.31%
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
576
$8K ﹤0.01%
166
577
$8K ﹤0.01%
+91
578
$8K ﹤0.01%
289
579
$8K ﹤0.01%
500
580
$8K ﹤0.01%
+100
581
$8K ﹤0.01%
104
-63
582
$8K ﹤0.01%
1,000
583
$7K ﹤0.01%
+83
584
$7K ﹤0.01%
91
585
$7K ﹤0.01%
+60
586
$7K ﹤0.01%
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587
$6K ﹤0.01%
50
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589
$6K ﹤0.01%
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400
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$6K ﹤0.01%
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+24
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$6K ﹤0.01%
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600
$6K ﹤0.01%
100
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