SIC

Salem Investment Counselors Portfolio holdings

AUM $3.54B
1-Year Est. Return 30.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.42%
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
+$13.6M
2
+$7.75M
3
+$7.21M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$6.96M
5
STZ icon
Constellation Brands
STZ
+$6.95M

Top Sells

1
+$4.69M
2
+$3.92M
3
+$3.86M
4
MSFT icon
Microsoft
MSFT
+$3.16M
5
EFX icon
Equifax
EFX
+$3.1M

Sector Composition

1 Technology 19.79%
2 Financials 14.16%
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
601
$5K ﹤0.01%
216
602
$4K ﹤0.01%
+50
603
$4K ﹤0.01%
+100
604
$4K ﹤0.01%
450
605
$4K ﹤0.01%
+100
606
$4K ﹤0.01%
100
607
$4K ﹤0.01%
+200
608
$4K ﹤0.01%
+123
609
$4K ﹤0.01%
+52
610
$4K ﹤0.01%
+200
611
$4K ﹤0.01%
160
-50
612
$4K ﹤0.01%
+150
613
$4K ﹤0.01%
+108
614
$3K ﹤0.01%
100
-750
615
$3K ﹤0.01%
+148
616
$3K ﹤0.01%
+100
617
$3K ﹤0.01%
+20
618
$3K ﹤0.01%
+83
619
$3K ﹤0.01%
+150
620
$3K ﹤0.01%
+17
621
$3K ﹤0.01%
+125
622
$3K ﹤0.01%
+100
623
$3K ﹤0.01%
+25
624
$3K ﹤0.01%
+80
625
$3K ﹤0.01%
+83
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