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
$979M
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$4.45M
3
+$4.32M
4
EFX icon
Equifax
EFX
+$3.32M
5
FLR icon
Fluor
FLR
+$3.03M

Top Sells

1
+$3.44M
2
+$2.55M
3
+$2.39M
4
XOM icon
Exxon Mobil
XOM
+$2.05M
5
AMD icon
Advanced Micro Devices
AMD
+$1.97M

Sector Composition

1 Technology 21.97%
2 Financials 16.7%
3 Consumer Discretionary 13.01%
4 Healthcare 12.29%
5 Consumer Staples 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$124K 0.01%
+510
227
$121K 0.01%
+4,710
228
$121K 0.01%
+1,375
229
$119K 0.01%
+3,000
230
$117K 0.01%
+4,378
231
$112K 0.01%
+2,600
232
$110K 0.01%
+1,330
233
$105K 0.01%
+669
234
$105K 0.01%
+434
235
$104K 0.01%
+1,855
236
$102K 0.01%
+1,325
237
$102K 0.01%
+1,000
238
$100K 0.01%
+5,820
239
$98K 0.01%
+1,100
240
$97K 0.01%
+750
241
$95K 0.01%
+1,285
242
$95K 0.01%
+5,274
243
$93K 0.01%
+7,240
244
$93K 0.01%
+1,407
245
$93K 0.01%
+1,300
246
$92K 0.01%
+5,283
247
$91K 0.01%
+12,400
248
$89K 0.01%
+9,595
249
$88K 0.01%
+809
250
$86K 0.01%
+1,052
8 9
10
11 12