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
676
$16K ﹤0.01%
400
677
$16K ﹤0.01%
+500
678
$16K ﹤0.01%
410
679
$16K ﹤0.01%
+275
680
$16K ﹤0.01%
228
681
$16K ﹤0.01%
96
682
$16K ﹤0.01%
725
683
$16K ﹤0.01%
+200
684
$16K ﹤0.01%
146
685
$16K ﹤0.01%
170
686
$16K ﹤0.01%
+125
687
$16K ﹤0.01%
352
688
$15K ﹤0.01%
+200
689
$15K ﹤0.01%
434
690
$15K ﹤0.01%
220
691
$15K ﹤0.01%
208
692
$15K ﹤0.01%
+225
693
$15K ﹤0.01%
157
-68
694
$15K ﹤0.01%
+75
695
$15K ﹤0.01%
600
-21
696
$15K ﹤0.01%
800
697
$15K ﹤0.01%
750
-250
698
$15K ﹤0.01%
+679
699
$15K ﹤0.01%
+150
700
$15K ﹤0.01%
1,000
26 27
28
29 30