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
576
$26K ﹤0.01%
300
577
$26K ﹤0.01%
1,000
578
$26K ﹤0.01%
500
579
$26K ﹤0.01%
1,000
-4,029
580
$26K ﹤0.01%
900
581
$26K ﹤0.01%
180
582
$25K ﹤0.01%
1,150
583
$25K ﹤0.01%
525
+272
584
$25K ﹤0.01%
1,737
-163
585
$25K ﹤0.01%
1,818
586
$24K ﹤0.01%
1,200
587
$24K ﹤0.01%
146
588
$24K ﹤0.01%
1,000
589
$24K ﹤0.01%
1,017
+602
590
$23K ﹤0.01%
160
591
$23K ﹤0.01%
175
-14
592
$23K ﹤0.01%
560
593
$23K ﹤0.01%
225
594
$23K ﹤0.01%
500
595
$23K ﹤0.01%
511
596
$23K ﹤0.01%
1,200
597
$23K ﹤0.01%
400
-5
598
$22K ﹤0.01%
86
599
$22K ﹤0.01%
+31
600
$22K ﹤0.01%
2,489
22 23
24
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