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
626
$22K ﹤0.01%
2,112
627
$22K ﹤0.01%
155
628
$22K ﹤0.01%
919
+909
629
$22K ﹤0.01%
900
630
$21K ﹤0.01%
+421
631
$21K ﹤0.01%
110
632
$21K ﹤0.01%
603
633
$21K ﹤0.01%
123
634
$21K ﹤0.01%
100
635
$21K ﹤0.01%
1,015
-2
636
$21K ﹤0.01%
1,325
637
$20K ﹤0.01%
140
638
$20K ﹤0.01%
500
639
$20K ﹤0.01%
244
640
$20K ﹤0.01%
125
641
$20K ﹤0.01%
534
-26
642
$20K ﹤0.01%
495
643
$20K ﹤0.01%
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644
$20K ﹤0.01%
100
645
$20K ﹤0.01%
+80
646
$20K ﹤0.01%
+600
647
$20K ﹤0.01%
461
648
$19K ﹤0.01%
315
649
$19K ﹤0.01%
340
650
$19K ﹤0.01%
168
24 25
26
27 28