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
726
$12K ﹤0.01%
+110
727
$12K ﹤0.01%
65
728
$12K ﹤0.01%
+70
729
$12K ﹤0.01%
500
730
$12K ﹤0.01%
550
731
$12K ﹤0.01%
607
732
$12K ﹤0.01%
166
+116
733
$12K ﹤0.01%
400
734
$12K ﹤0.01%
156
735
$12K ﹤0.01%
+435
736
$12K ﹤0.01%
800
737
$11K ﹤0.01%
145
738
$11K ﹤0.01%
248
739
$11K ﹤0.01%
212
740
$11K ﹤0.01%
250
741
$11K ﹤0.01%
+182
742
$11K ﹤0.01%
68
-55
743
$11K ﹤0.01%
42
+7
744
$11K ﹤0.01%
300
745
$11K ﹤0.01%
127
746
$11K ﹤0.01%
861
+160
747
$11K ﹤0.01%
213
748
$10K ﹤0.01%
95
749
$10K ﹤0.01%
169
750
$10K ﹤0.01%
323
28 29
30
31 32