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SIC

Salem Investment Counselors Portfolio holdings

AUM $3.41B
1-Year Est. Return 31.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
739
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$7.75M
3
+$7.21M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$6.96M
5
STZ icon
Constellation Brands
STZ
+$6.95M

Top Sells

1
+$4.69M
2
+$3.92M
3
+$3.86M
4
MSFT icon
Microsoft
MSFT
+$3.16M
5
EFX icon
Equifax
EFX
+$3.1M

Sector Composition

1 Technology 19.79%
2 Financials 14.16%
3 Healthcare 11.15%
4 Consumer Discretionary 10.76%
5 Consumer Staples 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$0 ﹤0.01%
+26
702
$0 ﹤0.01%
+6
703
– –
-1,200
704
– –
-6,275
705
$0 ﹤0.01%
+50
706
– –
-800
707
– –
-45,150
708
– –
-3,500
709
– –
-250
710
$0 ﹤0.01%
+9
711
$0 ﹤0.01%
+10
712
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-1,500
713
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-12,400
714
– –
-600
715
– –
-1,100
716
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0
717
– –
-500
718
$0 ﹤0.01%
+10
719
– –
-4,200
720
$0 ﹤0.01%
+1
721
– –
-24,750
722
– –
-45,686
723
– –
-200
724
– –
-27,345
725
– –
-500
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