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
751
$10K ﹤0.01%
+200
752
$10K ﹤0.01%
144
753
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146
754
$10K ﹤0.01%
300
755
$10K ﹤0.01%
+418
756
$10K ﹤0.01%
75
757
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310
758
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150
759
$10K ﹤0.01%
+42
760
$10K ﹤0.01%
1,800
+1,700
761
$10K ﹤0.01%
+23
762
$10K ﹤0.01%
161
763
$10K ﹤0.01%
+700
764
$10K ﹤0.01%
400
765
$10K ﹤0.01%
975
766
$10K ﹤0.01%
200
767
$9K ﹤0.01%
400
+320
768
$9K ﹤0.01%
177
769
$9K ﹤0.01%
165
770
$9K ﹤0.01%
157
771
$9K ﹤0.01%
+260
772
$9K ﹤0.01%
250
773
$9K ﹤0.01%
76
774
$9K ﹤0.01%
+90
775
$9K ﹤0.01%
57
29 30
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32 33