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SIC

Salem Investment Counselors Portfolio holdings

AUM $3.41B
1-Year Est. Return 31.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.55B
AUM Growth
-$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,167
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$3.58M
3
+$2.59M
4
TROW icon
T. Rowe Price
TROW
+$2.29M
5
UNH icon
UnitedHealth
UNH
+$2.08M

Top Sells

1
+$3.56M
2
+$2.91M
3
+$2.84M
4
AAPL icon
Apple
AAPL
+$2.73M
5
ABBV icon
AbbVie
ABBV
+$2.44M

Sector Composition

1 Consumer Discretionary 34.19%
2 Technology 21.21%
3 Financials 8.92%
4 Healthcare 7.97%
5 Communication Services 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
– –
-125
1127
$0 ﹤0.01%
16
1128
$0 ﹤0.01%
26
1129
– –
-14,608
1130
– –
-6,444
1131
$0 ﹤0.01%
6
1132
– –
-75
1133
– –
-49,404
1134
– –
-26
1135
$0 ﹤0.01%
1
1136
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-201
1137
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1138
$0 ﹤0.01%
6
1139
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-2,112
1140
$0 ﹤0.01%
50
1141
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-93
1142
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0
1143
– –
-26,209
1144
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1145
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-30
1146
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-11
1147
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1148
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-1,861
1149
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1150
– –
-72,826
43 44 45
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