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
$1.82B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
991
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$4.18M
3
+$2.92M
4
AMZN icon
Amazon
AMZN
+$2.73M
5
BABA icon
Alibaba
BABA
+$2.13M

Top Sells

1
+$2.41M
2
+$2.07M
3
+$683K
4
DFS
Discover Financial Services
DFS
+$503K
5
LOW icon
Lowe's Companies
LOW
+$479K

Sector Composition

1 Technology 25.59%
2 Consumer Discretionary 14.36%
3 Financials 11.82%
4 Communication Services 10.63%
5 Healthcare 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$17K ﹤0.01%
253
+215
652
– –
-1
653
$16K ﹤0.01%
228
654
$16K ﹤0.01%
100
655
$16K ﹤0.01%
3,700
656
$16K ﹤0.01%
410
657
$16K ﹤0.01%
174
658
$16K ﹤0.01%
196
+146
659
$16K ﹤0.01%
1,190
660
$16K ﹤0.01%
725
661
$16K ﹤0.01%
170
662
$16K ﹤0.01%
+1,000
663
$16K ﹤0.01%
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664
$15K ﹤0.01%
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665
$15K ﹤0.01%
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666
$15K ﹤0.01%
207
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$15K ﹤0.01%
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668
$15K ﹤0.01%
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$15K ﹤0.01%
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$15K ﹤0.01%
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671
$15K ﹤0.01%
136
672
$15K ﹤0.01%
206
673
$15K ﹤0.01%
1,101
674
$15K ﹤0.01%
254
675
$15K ﹤0.01%
168
25 26
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