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
176
$968K 0.05%
26,580
+3,180
177
$934K 0.05%
11,994
-502
178
$934K 0.05%
7,417
+17
179
$921K 0.05%
+49,404
180
$905K 0.05%
+14,608
181
$905K 0.05%
19,988
-68
182
$898K 0.05%
35,622
+10,863
183
$886K 0.05%
18,000
184
$884K 0.05%
13,090
185
$883K 0.05%
+3,487
186
$874K 0.05%
1,591
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187
$868K 0.05%
9,097
+312
188
$845K 0.05%
23,150
+1,450
189
$841K 0.05%
10,249
+2,795
190
$830K 0.05%
13,720
+12
191
$798K 0.04%
+26,357
192
$785K 0.04%
7,714
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193
$778K 0.04%
+18,600
194
$769K 0.04%
10,455
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195
$759K 0.04%
12,000
196
$744K 0.04%
+26,209
197
$743K 0.04%
13,200
198
$727K 0.04%
9,325
+40
199
$715K 0.04%
24,500
+12,395
200
$703K 0.04%
4,671
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