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
601
$22K ﹤0.01%
500
602
$22K ﹤0.01%
311
603
$22K ﹤0.01%
3,238
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604
$22K ﹤0.01%
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605
$22K ﹤0.01%
575
606
$22K ﹤0.01%
340
607
$22K ﹤0.01%
4,813
608
$22K ﹤0.01%
155
609
$22K ﹤0.01%
448
610
$22K ﹤0.01%
1,325
611
$21K ﹤0.01%
110
612
$21K ﹤0.01%
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613
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$21K ﹤0.01%
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615
$21K ﹤0.01%
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616
$21K ﹤0.01%
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617
$21K ﹤0.01%
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618
$21K ﹤0.01%
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619
$20K ﹤0.01%
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620
$20K ﹤0.01%
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$20K ﹤0.01%
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$20K ﹤0.01%
244
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623
$20K ﹤0.01%
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624
$20K ﹤0.01%
125
625
$20K ﹤0.01%
123
23 24
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