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

Top Buys

1
+$4.63M
2
+$3.23M
3
+$3.2M
4
TDOC icon
Teladoc Health
TDOC
+$2.64M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.6M

Top Sells

1
+$4.08M
2
+$2.17M
3
+$1.69M
4
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
+$1.61M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$1.08M

Sector Composition

1 Technology 22.55%
2 Financials 14.31%
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
676
$1K ﹤0.01%
37
677
$1K ﹤0.01%
+66
678
$1K ﹤0.01%
+30
679
$1K ﹤0.01%
35
680
$1K ﹤0.01%
25
681
$1K ﹤0.01%
18
682
$1K ﹤0.01%
166
683
$1K ﹤0.01%
100
684
$1K ﹤0.01%
+450
685
$1K ﹤0.01%
202
686
$0 ﹤0.01%
11
687
– –
-530
688
$0 ﹤0.01%
8
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691
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1
693
– –
-450
694
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167
695
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696
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697
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10
698
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-90
699
– –
-419
700
– –
0
26 27
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29 30