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
$1.21B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
729
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$3.1M
3
+$2.97M
4
TDOC icon
Teladoc Health
TDOC
+$2.4M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.53M

Top Sells

1
+$3.95M
2
+$2.28M
3
+$1.52M
4
AAPL icon
Apple
AAPL
+$1.48M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$1.08M

Sector Composition

1 Technology 22.55%
2 Financials 14.32%
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
626
$4K ﹤0.01%
200
627
$4K ﹤0.01%
+576
628
$4K ﹤0.01%
125
629
$4K ﹤0.01%
52
630
$4K ﹤0.01%
200
631
$4K ﹤0.01%
109
632
$4K ﹤0.01%
36
633
$3K ﹤0.01%
112
634
$3K ﹤0.01%
100
635
$3K ﹤0.01%
20
636
$3K ﹤0.01%
83
637
$3K ﹤0.01%
150
638
$3K ﹤0.01%
300
639
$3K ﹤0.01%
+120
640
$3K ﹤0.01%
486
641
$3K ﹤0.01%
25
642
$3K ﹤0.01%
80
643
$3K ﹤0.01%
+131
644
$3K ﹤0.01%
50
645
$3K ﹤0.01%
83
646
$3K ﹤0.01%
80
647
$3K ﹤0.01%
59
648
$3K ﹤0.01%
174
649
$3K ﹤0.01%
850
650
$2K ﹤0.01%
35
24 25
26
27 28