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
601
$25K ﹤0.01%
1,665
602
$25K ﹤0.01%
1,818
603
$25K ﹤0.01%
+1,280
604
$24K ﹤0.01%
1,200
605
$24K ﹤0.01%
311
606
$24K ﹤0.01%
+200
607
$24K ﹤0.01%
1,000
608
$24K ﹤0.01%
381
+128
609
$23K ﹤0.01%
86
610
$23K ﹤0.01%
1,082
611
$23K ﹤0.01%
575
612
$23K ﹤0.01%
+825
613
$23K ﹤0.01%
1,525
614
$23K ﹤0.01%
1,672
-65
615
$23K ﹤0.01%
500
-1,500
616
$23K ﹤0.01%
660
+500
617
$22K ﹤0.01%
2,489
618
$22K ﹤0.01%
500
619
$22K ﹤0.01%
3,238
620
$22K ﹤0.01%
185
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621
$22K ﹤0.01%
500
622
$22K ﹤0.01%
4,813
623
$22K ﹤0.01%
511
624
$22K ﹤0.01%
2,000
-1,500
625
$22K ﹤0.01%
310
-225
23 24
25
26 27