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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
$967M
AUM Growth
-$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.33M
3
+$2.33M
4
PINS icon
Pinterest
PINS
+$2.18M
5
DIS icon
Walt Disney
DIS
+$1.71M

Top Sells

1
+$3.36M
2
+$2.42M
3
+$2.11M
4
MU icon
Micron Technology
MU
+$1.46M
5
URI icon
United Rentals
URI
+$1.38M

Sector Composition

1 Technology 24.43%
2 Financials 11.97%
3 Consumer Discretionary 11.48%
4 Healthcare 11.17%
5 Consumer Staples 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-2,840
702
– –
-11,800
703
$0 ﹤0.01%
100
704
– –
-125
705
$0 ﹤0.01%
1
706
$0 ﹤0.01%
1
707
– –
-6,000
708
– –
-3,499
709
– –
-300
710
$0 ﹤0.01%
11
711
$0 ﹤0.01%
8
712
– –
-95
713
– –
-1,600
714
$0 ﹤0.01%
7
715
– –
-50
716
$0 ﹤0.01%
25
-3,000
717
– –
-100
718
– –
-582
719
– –
-728
720
– –
-90
721
$0 ﹤0.01%
167
722
$0 ﹤0.01%
94
723
$0 ﹤0.01%
+1
724
– –
-1,055
725
– –
-328
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