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
$1.08B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
739
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$7.89M
3
+$7.7M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$7.36M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$7.09M

Top Sells

1
+$4.93M
2
+$3.86M
3
+$3.65M
4
EFX icon
Equifax
EFX
+$3.35M
5
MSFT icon
Microsoft
MSFT
+$3.33M

Sector Composition

1 Technology 19.79%
2 Financials 14.15%
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
626
$3K ﹤0.01%
+80
627
$3K ﹤0.01%
+150
628
$3K ﹤0.01%
+174
629
$3K ﹤0.01%
+112
630
$3K ﹤0.01%
+36
631
$3K ﹤0.01%
+635
632
$2K ﹤0.01%
+195
633
$2K ﹤0.01%
+59
634
$2K ﹤0.01%
+35
635
$2K ﹤0.01%
+100
636
$2K ﹤0.01%
+300
637
$2K ﹤0.01%
+50
638
$2K ﹤0.01%
+161
639
$2K ﹤0.01%
+35
640
$2K ﹤0.01%
+50
641
$2K ﹤0.01%
+200
642
$2K ﹤0.01%
+112
643
$2K ﹤0.01%
+94
644
$1K ﹤0.01%
+238
645
$1K ﹤0.01%
+100
646
$1K ﹤0.01%
+72
647
$1K ﹤0.01%
+3
648
$1K ﹤0.01%
+32
649
$1K ﹤0.01%
+167
650
$1K ﹤0.01%
+72
24 25
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