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
$2.34B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,167
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$1.69M
3
+$1.39M
4
V icon
Visa
V
+$1.32M
5
PEP icon
PepsiCo
PEP
+$1.14M

Top Sells

1
+$1.92M
2
+$1.9M
3
+$1.89M
4
AVTR icon
Avantor
AVTR
+$1.38M
5
AAPL icon
Apple
AAPL
+$1.3M

Sector Composition

1 Consumer Discretionary 36.28%
2 Technology 17.62%
3 Healthcare 9.43%
4 Financials 8.95%
5 Consumer Staples 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$25.7K ﹤0.01%
276
627
$25.2K ﹤0.01%
282
628
$25K ﹤0.01%
541
629
$24.7K ﹤0.01%
122
630
$24.7K ﹤0.01%
110
631
$24.4K ﹤0.01%
400
-52
632
$23.7K ﹤0.01%
250
633
$23.6K ﹤0.01%
450
634
$23.5K ﹤0.01%
2,936
-3,522
635
$23.5K ﹤0.01%
207
636
$23.4K ﹤0.01%
285
637
$23.3K ﹤0.01%
603
638
$23K ﹤0.01%
+558
639
$23K ﹤0.01%
1,500
640
$22.8K ﹤0.01%
163
641
$22.6K ﹤0.01%
800
-600
642
$22.6K ﹤0.01%
+2,998
643
$22.4K ﹤0.01%
391
644
$22K ﹤0.01%
400
645
$21.7K ﹤0.01%
540
646
$21.5K ﹤0.01%
1,200
647
$21.5K ﹤0.01%
794
648
$21.5K ﹤0.01%
146
649
$21.4K ﹤0.01%
100
650
$21.3K ﹤0.01%
175
24 25
26
27 28