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
601
$6K ﹤0.01%
100
-200
602
$6K ﹤0.01%
216
603
$5K ﹤0.01%
100
604
$5K ﹤0.01%
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605
$5K ﹤0.01%
+88
606
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607
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608
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500
609
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46
-25
610
$5K ﹤0.01%
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611
$5K ﹤0.01%
72
612
$5K ﹤0.01%
+202
613
$5K ﹤0.01%
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$5K ﹤0.01%
75
615
$5K ﹤0.01%
100
616
$5K ﹤0.01%
96
617
$5K ﹤0.01%
635
618
$4K ﹤0.01%
+148
619
$4K ﹤0.01%
+56
620
$4K ﹤0.01%
+64
621
$4K ﹤0.01%
+41
622
$4K ﹤0.01%
+86
623
$4K ﹤0.01%
+90
624
$4K ﹤0.01%
100
625
$4K ﹤0.01%
100
23 24
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