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
$872M
AUM Growth
+$865M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$12.7M
3
+$11.1M
4
INTC icon
Intel
INTC
+$10.4M
5
TM icon
Toyota
TM
+$6.2M

Top Sells

1
+$3.57M
2
+$3.18M
3
+$2.58M
4
GILD icon
Gilead Sciences
GILD
+$2.31M
5
CAT icon
Caterpillar
CAT
+$2.05M

Sector Composition

1 Technology 15.61%
2 Financials 14.46%
3 Consumer Staples 12.15%
4 Healthcare 11.34%
5 Consumer Discretionary 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$149K 0.02%
2,037
+67
252
$147K 0.02%
1,225
+425
253
$146K 0.02%
8,136
-12,564
254
$146K 0.02%
1,100
255
$146K 0.02%
1,430
256
$145K 0.02%
3,650
+925
257
$145K 0.02%
2,140
-649
258
$143K 0.02%
3,821
-188
259
$141K 0.02%
1,501
260
$141K 0.02%
+4,000
261
$137K 0.02%
6,600
+5,018
262
$134K 0.02%
1,500
263
$131K 0.02%
9,098
-2,750
264
$130K 0.01%
1,824
265
$129K 0.01%
1,056
+36
266
$128K 0.01%
4,378
267
$128K 0.01%
+6,899
268
$127K 0.01%
+2,774
269
$127K 0.01%
3,825
270
$125K 0.01%
5,800
271
$122K 0.01%
1,016
+16
272
$121K 0.01%
+3,519
273
$118K 0.01%
4,050
+3,950
274
$117K 0.01%
3,206
275
$115K 0.01%
4,884
9 10
11
12 13