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
$1.09B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$183M
2
+$4.55M
3
+$3.07M
4
LUV icon
Southwest Airlines
LUV
+$1.13M
5
AKTS
Akoustis Technologies Inc
AKTS
+$1M

Top Sells

1
+$5.64M
2
+$4.62M
3
+$2.25M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.54M
5
JCI icon
Johnson Controls International
JCI
+$1.31M

Sector Composition

1 Communication Services 24.78%
2 Technology 16.64%
3 Financials 14.39%
4 Consumer Discretionary 11.09%
5 Healthcare 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$84K 0.01%
4,800
252
$83K 0.01%
1,407
253
$83K 0.01%
2,014
254
$82K 0.01%
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255
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750
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256
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257
$74K 0.01%
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258
$73K 0.01%
700
259
$72K 0.01%
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260
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261
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2,000
262
$70K 0.01%
2,000
263
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264
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-11
265
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266
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267
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268
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269
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272
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273
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274
$60K 0.01%
1,000
275
$60K 0.01%
1,415
9 10
11
12 13