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
$2.34B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,167
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$1.69M
3
+$1.39M
4
V icon
Visa
V
+$1.32M
5
PEP icon
PepsiCo
PEP
+$1.14M

Top Sells

1
+$1.92M
2
+$1.9M
3
+$1.89M
4
AVTR icon
Avantor
AVTR
+$1.38M
5
AAPL icon
Apple
AAPL
+$1.3M

Sector Composition

1 Consumer Discretionary 36.28%
2 Technology 17.62%
3 Healthcare 9.43%
4 Financials 8.95%
5 Consumer Staples 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$10.2K ﹤0.01%
65
777
$10.2K ﹤0.01%
600
778
$10.2K ﹤0.01%
228
779
$10.1K ﹤0.01%
206
780
$10.1K ﹤0.01%
650
781
$10K ﹤0.01%
53
-15
782
$9.93K ﹤0.01%
127
783
$9.85K ﹤0.01%
805
784
$9.83K ﹤0.01%
141
785
$9.76K ﹤0.01%
200
786
$9.75K ﹤0.01%
57
787
$9.75K ﹤0.01%
529
-100
788
$9.75K ﹤0.01%
19
789
$9.67K ﹤0.01%
59
790
$9.65K ﹤0.01%
+400
791
$9.63K ﹤0.01%
293
792
$9.46K ﹤0.01%
200
793
$9.45K ﹤0.01%
250
794
$9.44K ﹤0.01%
200
795
$9.41K ﹤0.01%
126
796
$9.37K ﹤0.01%
70
797
$9.35K ﹤0.01%
5,000
798
$9.18K ﹤0.01%
134
799
$9.13K ﹤0.01%
232
800
$9.09K ﹤0.01%
150
30 31
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