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
676
$15K ﹤0.01%
800
677
$14K ﹤0.01%
943
678
$14K ﹤0.01%
195
679
$14K ﹤0.01%
208
680
$14K ﹤0.01%
607
681
$14K ﹤0.01%
+701
682
$13K ﹤0.01%
6
683
$13K ﹤0.01%
75
684
$13K ﹤0.01%
150
685
$13K ﹤0.01%
150
686
$13K ﹤0.01%
250
687
$12K ﹤0.01%
94
688
$12K ﹤0.01%
145
689
$12K ﹤0.01%
169
-1,565
690
$12K ﹤0.01%
1,300
691
$12K ﹤0.01%
200
692
$12K ﹤0.01%
500
-3,000
693
$12K ﹤0.01%
400
694
$12K ﹤0.01%
156
+3
695
$12K ﹤0.01%
+1,100
696
$12K ﹤0.01%
172
697
$12K ﹤0.01%
200
698
$11K ﹤0.01%
144
699
$11K ﹤0.01%
212
700
$11K ﹤0.01%
75
26 27
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29 30