SIC

Salem Investment Counselors Portfolio holdings

AUM $3.54B
1-Year Est. Return 30.41%
This Quarter Est. Return
1 Year Est. Return
+30.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$809M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1 +$17.4M
2 +$6.7M
3 +$3.05M
4
HUN icon
Huntsman Corp
HUN
+$2.78M
5
GILD icon
Gilead Sciences
GILD
+$2.54M

Top Sells

1 +$7.9M
2 +$3.52M
3 +$2.03M
4
UL icon
Unilever
UL
+$1.91M
5
ABBV icon
AbbVie
ABBV
+$1.83M

Sector Composition

1 Technology 15.96%
2 Consumer Staples 13.45%
3 Healthcare 12.04%
4 Financials 11.58%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$21K ﹤0.01%
12,724
252
$16K ﹤0.01%
100
253
-6,606
254
-61,791
255
-3,263
256
-36,300
257
-13,685
258
-87,809
259
-50,885
260
-71
261
-20,842
262
-16,200
263
-39,360
264
-18,200
265
-53,750
266
-4,887
267
-529
268
-10,088
269
-6,409
270
-10,400
271
-16,080
272
-2,895