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
751
$8K ﹤0.01%
285
752
$8K ﹤0.01%
250
753
$8K ﹤0.01%
13
754
$8K ﹤0.01%
+351
755
$7K ﹤0.01%
50
756
$7K ﹤0.01%
+39
757
$7K ﹤0.01%
1,800
758
$7K ﹤0.01%
175
759
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120
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761
$7K ﹤0.01%
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762
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52
763
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764
$7K ﹤0.01%
345
765
$7K ﹤0.01%
87
766
$7K ﹤0.01%
14
-385
767
$7K ﹤0.01%
675
768
$7K ﹤0.01%
635
769
$6K ﹤0.01%
100
770
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9
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$6K ﹤0.01%
243
772
$6K ﹤0.01%
148
773
$6K ﹤0.01%
50
774
$6K ﹤0.01%
83
775
$6K ﹤0.01%
300
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