SIC

Salem Investment Counselors Portfolio holdings

AUM $3.54B
1-Year Est. Return 30.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.42%
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 +$4.99M
2 +$4.18M
3 +$2.92M
4
AMZN icon
Amazon
AMZN
+$2.73M
5
BABA icon
Alibaba
BABA
+$2.13M

Top Sells

1 +$2.41M
2 +$2.07M
3 +$683K
4
DFS
Discover Financial Services
DFS
+$503K
5
LOW icon
Lowe's Companies
LOW
+$479K

Sector Composition

1 Technology 25.59%
2 Consumer Discretionary 14.36%
3 Financials 11.82%
4 Communication Services 10.63%
5 Healthcare 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$9K ﹤0.01%
25
727
$9K ﹤0.01%
157
+7
728
$9K ﹤0.01%
80
729
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250
730
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731
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29
732
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75
733
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734
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735
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736
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737
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738
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739
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741
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742
$8K ﹤0.01%
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743
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25
744
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238
+18
745
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746
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747
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60
748
$8K ﹤0.01%
538
749
$8K ﹤0.01%
166
750
$8K ﹤0.01%
285