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
51
$9.07M 0.5%
170,505
52
$8.78M 0.48%
337,184
+2,860
53
$8.65M 0.48%
357,318
-6,750
54
$8.35M 0.46%
26,753
-38
55
$8.26M 0.45%
77,245
+4,210
56
$7.8M 0.43%
67,271
+2,040
57
$7.28M 0.4%
274,399
+3,700
58
$6.8M 0.37%
31,229
-1,111
59
$6.77M 0.37%
101,216
-2,048
60
$6.76M 0.37%
190,337
-6,023
61
$6.63M 0.37%
112,060
-3,375
62
$6.48M 0.36%
54,804
-4,445
63
$6.38M 0.35%
78,366
+1,586
64
$6.31M 0.35%
79,640
-225
65
$6.18M 0.34%
92,525
+28,736
66
$6.16M 0.34%
113,842
+1,065
67
$6.07M 0.33%
141,841
+1,400
68
$5.93M 0.33%
245,897
+48,061
69
$5.8M 0.32%
29,723
+20
70
$5.62M 0.31%
67,001
+3,240
71
$5.6M 0.31%
17,549
+141
72
$5.45M 0.3%
93,416
+10,173
73
$5.44M 0.3%
250,149
+35,613
74
$5.36M 0.3%
13,628
-345
75
$5.35M 0.29%
11,619
-137
1 2
3
4 5