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
776
$9K ﹤0.01%
60
777
$9K ﹤0.01%
75
778
$9K ﹤0.01%
10,778
779
$9K ﹤0.01%
150
780
$9K ﹤0.01%
550
781
$9K ﹤0.01%
+357
782
$9K ﹤0.01%
1,100
783
$9K ﹤0.01%
+500
784
$9K ﹤0.01%
875
785
$9K ﹤0.01%
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786
$8K ﹤0.01%
28
787
$8K ﹤0.01%
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788
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789
$8K ﹤0.01%
120
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$8K ﹤0.01%
538
791
$8K ﹤0.01%
+300
792
$8K ﹤0.01%
345
793
$8K ﹤0.01%
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4
795
$8K ﹤0.01%
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$8K ﹤0.01%
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$8K ﹤0.01%
+375
798
$8K ﹤0.01%
10
799
$8K ﹤0.01%
91
800
$7K ﹤0.01%
50
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