SCM

Salem Capital Management Portfolio holdings

AUM $126M
1-Year Est. Return 8.82%
This Quarter Est. Return
1 Year Est. Return
-8.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$351K
3
+$218K
4
SO icon
Southern Company
SO
+$218K
5
CSX icon
CSX Corp
CSX
+$210K

Top Sells

1
+$547K
2
+$379K
3
+$263K
4
PFE icon
Pfizer
PFE
+$248K
5
LOW icon
Lowe's Companies
LOW
+$233K

Sector Composition

1 Technology 21.93%
2 Healthcare 16.56%
3 Consumer Discretionary 15.46%
4 Financials 11.07%
5 Industrials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.18M 1.38%
+116,280
27
$2.04M 1.3%
129,061
+550
28
$1.69M 1.07%
89,350
-9,850
29
$1.67M 1.06%
23,330
+454
30
$1.66M 1.06%
17,854
31
$1.31M 0.83%
144,723
-4,507
32
$1.27M 0.81%
15,075
-50
33
$1.24M 0.78%
4,650
34
$1.1M 0.7%
8,260
35
$1.06M 0.68%
12,450
36
$909K 0.58%
6,150
37
$865K 0.55%
5,920
38
$797K 0.51%
8,444
39
$770K 0.49%
5,532
40
$766K 0.49%
2,950
41
$747K 0.47%
17,050
+3,500
42
$735K 0.47%
5,450
43
$733K 0.47%
4,344
44
$681K 0.43%
102,150
-24
45
$674K 0.43%
2,750
-100
46
$595K 0.38%
3,995
+200
47
$582K 0.37%
10,125
48
$476K 0.3%
2,700
49
$416K 0.26%
5,000
+1,200
50
$385K 0.24%
4,989
+1
1
2
3