SIC

Salem Investment Counselors Portfolio holdings

AUM $3.54B
1-Year Est. Return 30.41%
This Quarter Est. Return
1 Year Est. Return
+30.41%
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 10.63%
5 Healthcare 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$8K ﹤0.01%
238
+18
752
$8K ﹤0.01%
323
753
$8K ﹤0.01%
95
754
$8K ﹤0.01%
28
755
$7K ﹤0.01%
52
756
$7K ﹤0.01%
635
757
$7K ﹤0.01%
675
758
$7K ﹤0.01%
14
-385
759
$7K ﹤0.01%
87
760
$7K ﹤0.01%
345
761
$7K ﹤0.01%
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762
$7K ﹤0.01%
440
763
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120
-70
764
$7K ﹤0.01%
100
765
$7K ﹤0.01%
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766
$7K ﹤0.01%
1,800
767
$7K ﹤0.01%
+39
768
$7K ﹤0.01%
50
769
$6K ﹤0.01%
243
770
$6K ﹤0.01%
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771
$6K ﹤0.01%
50
772
$6K ﹤0.01%
+114
773
$6K ﹤0.01%
350
774
$6K ﹤0.01%
80
775
$6K ﹤0.01%
160
29 30
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32 33