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
951
$4K ﹤0.01%
+1
952
$4K ﹤0.01%
+93
953
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17
+10
954
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80
+20
955
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4
956
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+77
957
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10
958
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80
959
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150
960
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640
+604
961
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80
-320
962
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963
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75
964
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965
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50
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966
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967
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300
968
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15
969
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33
970
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971
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972
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100
973
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19
+3
974
$3K ﹤0.01%
200
975
$3K ﹤0.01%
30
37 38
39
40 41