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
$1.83B
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,048
New
Increased
Reduced
Closed

Top Buys

1 +$4.81M
2 +$4.5M
3 +$2.52M
4
IT icon
Gartner
IT
+$1.46M
5
GRBK icon
Green Brick Partners
GRBK
+$1.46M

Top Sells

1 +$5.78M
2 +$3.23M
3 +$1.51M
4
COP icon
ConocoPhillips
COP
+$1.2M
5
AAPL icon
Apple
AAPL
+$1.18M

Sector Composition

1 Technology 26.06%
2 Consumer Discretionary 13.89%
3 Financials 12%
4 Communication Services 10.2%
5 Healthcare 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$29K ﹤0.01%
279
-100
577
$28K ﹤0.01%
864
578
$28K ﹤0.01%
+450
579
$28K ﹤0.01%
2,100
580
$28K ﹤0.01%
300
581
$28K ﹤0.01%
+373
582
$28K ﹤0.01%
850
583
$28K ﹤0.01%
466
584
$27K ﹤0.01%
400
585
$27K ﹤0.01%
+750
586
$27K ﹤0.01%
1,012
587
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1,000
588
$27K ﹤0.01%
635
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589
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600
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149
591
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180
592
$26K ﹤0.01%
881
593
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100
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$26K ﹤0.01%
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1,000
597
$25K ﹤0.01%
1,150
598
$25K ﹤0.01%
235
599
$25K ﹤0.01%
146
600
$25K ﹤0.01%
160