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
$1.83B
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 10.32%
5 Healthcare 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$1K ﹤0.01%
84
952
$1K ﹤0.01%
+29
953
$1K ﹤0.01%
21
954
$1K ﹤0.01%
103
+100
955
$1K ﹤0.01%
125
956
$1K ﹤0.01%
1,000
957
$0 ﹤0.01%
35
958
$0 ﹤0.01%
8
959
$0 ﹤0.01%
36
960
– –
-1
961
$0 ﹤0.01%
5
962
$0 ﹤0.01%
6
963
– –
-3
964
– –
0
965
$0 ﹤0.01%
35
966
$0 ﹤0.01%
30
-400
967
$0 ﹤0.01%
12
968
– –
-3,700
969
$0 ﹤0.01%
3
970
– –
-3
971
– –
-65
972
– –
0
973
– –
-3
974
$0 ﹤0.01%
+53
975
– –
0
37 38
39
40 41