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
201
$688K 0.04%
2,526
202
$687K 0.04%
9,434
203
$681K 0.04%
3,095
204
$679K 0.04%
7,514
205
$678K 0.04%
38,185
+612
206
$676K 0.04%
20,566
+2,199
207
$667K 0.04%
3,225
208
$667K 0.04%
12,405
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209
$665K 0.04%
10,578
210
$659K 0.04%
20,529
211
$647K 0.04%
2,728
-162
212
$646K 0.04%
13,940
213
$645K 0.04%
5,705
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214
$644K 0.04%
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215
$637K 0.04%
3,407
216
$635K 0.04%
5,679
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217
$634K 0.03%
10,488
218
$625K 0.03%
2,646
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219
$611K 0.03%
3,791
+3,776
220
$611K 0.03%
3,761
221
$591K 0.03%
+49,502
222
$581K 0.03%
2,374
+170
223
$580K 0.03%
2,921
224
$580K 0.03%
2,002
+269
225
$578K 0.03%
+371
7 8
9
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