SIC
Salem Investment Counselors Portfolio holdings
AUM
$3.16B
1-Year Return
24.15%
This Quarter Return
+8.25%
1 Year Return
+24.15%
3 Year Return
+109.63%
5 Year Return
+182.24%
10 Year Return
+416.27%
AUM
$1.82B
AUM Growth
+$182M
(+11%)
Cap. Flow
+$56.8M
Cap. Flow
% of AUM
3.13%
Top 10 Holdings %
Top 10 Hldgs %
35.53%
Holding
991
New
98
Increased
175
Reduced
138
Closed
44
Top Buys
| 1 |
PENN Entertainment
PENN
|
+$4.43M |
| 2 |
Airbnb
ABNB
|
+$4.08M |
| 3 |
British American Tobacco
BTI
|
+$2.93M |
| 4 |
Amazon
AMZN
|
+$2.82M |
| 5 |
Alibaba
BABA
|
+$2.17M |
Top Sells
| 1 |
Iron Mountain
IRM
|
+$2.43M |
| 2 |
Microsoft
MSFT
|
+$2.2M |
| 3 |
DraftKings
DKNG
|
+$677K |
| 4 |
DFS
Discover Financial Services
DFS
|
+$526K |
| 5 |
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% |