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
76
$5.23M 0.29%
21,415
+796
77
$5.21M 0.29%
38,979
+4,817
78
$5.15M 0.28%
10,948
+160
79
$4.94M 0.27%
69,834
+1,465
80
$4.79M 0.26%
61,673
81
$4.59M 0.25%
232,744
+2,466
82
$4.58M 0.25%
61,381
+131
83
$4.57M 0.25%
3,300
84
$4.43M 0.24%
+57,925
85
$4.38M 0.24%
412,188
+19,770
86
$4.25M 0.23%
52,196
87
$4.19M 0.23%
66,445
-107
88
$4.12M 0.23%
66,055
-1,079
89
$4.08M 0.22%
+26,628
90
$4.08M 0.22%
24,518
+1,634
91
$3.85M 0.21%
52,607
+2,345
92
$3.83M 0.21%
21,660
+180
93
$3.82M 0.21%
18,721
+1,100
94
$3.78M 0.21%
96,065
+5,590
95
$3.73M 0.21%
78,133
+28,405
96
$3.72M 0.2%
8,644
+1,107
97
$3.71M 0.2%
16,189
-587
98
$3.6M 0.2%
79,619
+9,060
99
$3.6M 0.2%
204,525
+31,225
100
$3.6M 0.2%
14,765
+3,403
2 3
4
5 6