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
$2.87B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,143
New
Increased
Reduced
Closed

Top Buys

1
+$784M
2
+$10.7M
3
+$3.94M
4
SBNY
Signature Bank
SBNY
+$3.91M
5
ALSN icon
Allison Transmission
ALSN
+$2.37M

Top Sells

1
+$2.61M
2
+$2.48M
3
+$2.47M
4
BIDU icon
Baidu
BIDU
+$2.17M
5
BABA icon
Alibaba
BABA
+$2.05M

Sector Composition

1 Consumer Discretionary 37.7%
2 Technology 20.57%
3 Financials 8.14%
4 Healthcare 7.49%
5 Communication Services 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$16K ﹤0.01%
150
752
$16K ﹤0.01%
352
753
$16K ﹤0.01%
+200
754
$16K ﹤0.01%
248
755
$15K ﹤0.01%
225
756
$15K ﹤0.01%
65
757
$15K ﹤0.01%
725
758
$15K ﹤0.01%
125
759
$15K ﹤0.01%
222
760
$15K ﹤0.01%
100
761
$15K ﹤0.01%
200
762
$15K ﹤0.01%
+110
763
$15K ﹤0.01%
416
764
$15K ﹤0.01%
255
765
$15K ﹤0.01%
+1,003
766
$15K ﹤0.01%
461
767
$14K ﹤0.01%
300
768
$14K ﹤0.01%
1,101
769
$14K ﹤0.01%
75
-25
770
$14K ﹤0.01%
70
771
$14K ﹤0.01%
150
772
$14K ﹤0.01%
150
773
$14K ﹤0.01%
+210
774
$14K ﹤0.01%
200
775
$14K ﹤0.01%
293
29 30
31
32 33