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
$1.82B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
991
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$4.08M
3
+$2.93M
4
AMZN icon
Amazon
AMZN
+$2.82M
5
BABA icon
Alibaba
BABA
+$2.17M

Top Sells

1
+$2.43M
2
+$2.2M
3
+$677K
4
DFS
Discover Financial Services
DFS
+$526K
5
LOW icon
Lowe's Companies
LOW
+$475K

Sector Composition

1 Technology 25.59%
2 Consumer Discretionary 14.36%
3 Financials 11.82%
4 Communication Services 10.63%
5 Healthcare 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$1K ﹤0.01%
+43
877
$1K ﹤0.01%
+250
878
$1K ﹤0.01%
+85
879
$1K ﹤0.01%
+35
880
$1K ﹤0.01%
+5
881
$1K ﹤0.01%
+125
882
$1K ﹤0.01%
1,000
883
$1K ﹤0.01%
112
884
$1K ﹤0.01%
37
885
$1K ﹤0.01%
6
886
$1K ﹤0.01%
167
887
$1K ﹤0.01%
+100
888
$1K ﹤0.01%
+70
889
$1K ﹤0.01%
+50
890
$1K ﹤0.01%
+75
891
$1K ﹤0.01%
+175
892
$0 ﹤0.01%
6
893
$0 ﹤0.01%
+1
894
– –
0
895
$0 ﹤0.01%
26
896
– –
-2
897
– –
-4,000
898
$0 ﹤0.01%
+8
899
– –
0
900
$0 ﹤0.01%
11
34 35
36
37 38