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
$2.87B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,143
New
Increased
Reduced
Closed

Top Buys

1
+$784M
2
+$10.7M
3
+$3.94M
4
SBNY
Signature Bank
SBNY
+$3.91M
5
ALSN icon
Allison Transmission
ALSN
+$2.37M

Top Sells

1
+$2.61M
2
+$2.48M
3
+$2.47M
4
BIDU icon
Baidu
BIDU
+$2.17M
5
BABA icon
Alibaba
BABA
+$2.05M

Sector Composition

1 Consumer Discretionary 37.7%
2 Technology 20.57%
3 Financials 8.13%
4 Healthcare 7.49%
5 Communication Services 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$6K ﹤0.01%
370
902
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250
903
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904
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905
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906
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102
-1,378
907
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-100
908
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79
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910
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911
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500
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913
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74
914
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+26
915
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+120
916
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917
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918
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920
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921
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1,800
922
$5K ﹤0.01%
77
923
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59
924
$5K ﹤0.01%
125
925
$5K ﹤0.01%
164
35 36
37
38 39