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
$1.82B
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 10.51%
5 Healthcare 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$1K ﹤0.01%
5
877
$1K ﹤0.01%
25
878
$1K ﹤0.01%
8
879
$1K ﹤0.01%
+8
880
$1K ﹤0.01%
+43
881
$1K ﹤0.01%
+250
882
$1K ﹤0.01%
+85
883
$1K ﹤0.01%
+35
884
$1K ﹤0.01%
+50
885
$1K ﹤0.01%
+75
886
$1K ﹤0.01%
+175
887
$1K ﹤0.01%
+5
888
$1K ﹤0.01%
+125
889
$1K ﹤0.01%
+70
890
$1K ﹤0.01%
1,000
891
$1K ﹤0.01%
112
892
$0 ﹤0.01%
11
893
– –
-6,500
894
$0 ﹤0.01%
8
895
$0 ﹤0.01%
36
-1
896
$0 ﹤0.01%
+1
897
– –
-1,230
898
$0 ﹤0.01%
5
899
– –
-1,590
900
$0 ﹤0.01%
6
34 35
36
37 38