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
626
$20K ﹤0.01%
200
627
$20K ﹤0.01%
+1,750
628
$19K ﹤0.01%
200
629
$19K ﹤0.01%
90
630
$19K ﹤0.01%
220
631
$19K ﹤0.01%
435
-2,500
632
$19K ﹤0.01%
1,108
633
$19K ﹤0.01%
495
634
$19K ﹤0.01%
96
635
$19K ﹤0.01%
+775
636
$19K ﹤0.01%
461
637
$18K ﹤0.01%
140
638
$18K ﹤0.01%
+500
639
$18K ﹤0.01%
195
640
$18K ﹤0.01%
380
641
$18K ﹤0.01%
+590
642
$18K ﹤0.01%
146
643
$18K ﹤0.01%
+425
644
$17K ﹤0.01%
400
645
$17K ﹤0.01%
434
646
$17K ﹤0.01%
+794
647
$17K ﹤0.01%
47
648
$17K ﹤0.01%
75
649
$17K ﹤0.01%
204
650
$17K ﹤0.01%
355
24 25
26
27 28