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
851
$5K ﹤0.01%
14
852
$4K ﹤0.01%
125
853
$4K ﹤0.01%
+100
854
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+40
855
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+59
856
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125
+85
857
$4K ﹤0.01%
164
858
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20
859
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860
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861
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+150
862
$4K ﹤0.01%
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863
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60
+10
864
$4K ﹤0.01%
25
865
$4K ﹤0.01%
350
866
$4K ﹤0.01%
270
867
$4K ﹤0.01%
144
+94
868
$4K ﹤0.01%
80
869
$4K ﹤0.01%
200
870
$3K ﹤0.01%
2,000
871
$3K ﹤0.01%
60
872
$3K ﹤0.01%
35
873
$3K ﹤0.01%
75
874
$3K ﹤0.01%
4
875
$3K ﹤0.01%
+100
33 34
35
36 37