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
251
$86K 0.01%
+2,000
252
$86K 0.01%
+1,350
253
$82K 0.01%
+750
254
$82K 0.01%
+829
255
$81K 0.01%
+1,200
256
$79K 0.01%
+1,000
257
$79K 0.01%
+1,939
258
$75K 0.01%
+809
259
$75K 0.01%
+3,000
260
$74K 0.01%
+3,228
261
$74K 0.01%
+2,000
262
$73K 0.01%
+2,000
263
$72K 0.01%
+4,800
264
$72K 0.01%
+2,040
265
$72K 0.01%
+1,300
266
$70K 0.01%
+549
267
$67K 0.01%
+2,834
268
$65K 0.01%
+777
269
$64K 0.01%
+1,415
270
$64K 0.01%
+3,708
271
$64K 0.01%
+5,239
272
$64K 0.01%
+495
273
$62K 0.01%
+1,100
274
$62K 0.01%
+1,493
275
$60K 0.01%
+3,200
9 10
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