SIC

Salem Investment Counselors Portfolio holdings

AUM $3.54B
1-Year Est. Return 30.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.42%
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 +$4.99M
2 +$4.18M
3 +$2.92M
4
AMZN icon
Amazon
AMZN
+$2.73M
5
BABA icon
Alibaba
BABA
+$2.13M

Top Sells

1 +$2.41M
2 +$2.07M
3 +$683K
4
DFS
Discover Financial Services
DFS
+$503K
5
LOW icon
Lowe's Companies
LOW
+$479K

Sector Composition

1 Technology 25.59%
2 Consumer Discretionary 14.36%
3 Financials 11.82%
4 Communication Services 10.63%
5 Healthcare 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
976
$0 ﹤0.01%
+142
977
$0 ﹤0.01%
+6
978
$0 ﹤0.01%
+50
979
$0 ﹤0.01%
+39
980
$0 ﹤0.01%
+1
981
$0 ﹤0.01%
3
982
$0 ﹤0.01%
3
983
-836
984
-524
985
-216
986
-4,389
987
-174
988
-198
989
$0 ﹤0.01%
3
990
-36
991
$0 ﹤0.01%
+3,240