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
$791M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$3.9M
3
+$1.62M
4
BIDU icon
Baidu
BIDU
+$1.32M
5
TNL icon
Travel + Leisure Co
TNL
+$1.27M

Top Sells

1
+$12M
2
+$2.1M
3
+$1.61M
4
ETP
Energy Transfer Partners L.p.
ETP
+$1.59M
5
FDX icon
FedEx
FDX
+$1.55M

Sector Composition

1 Technology 16.17%
2 Consumer Staples 12.95%
3 Healthcare 12.75%
4 Financials 12.45%
5 Consumer Discretionary 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-10,890
277
– –
-3,905
278
– –
-2,995
8 9 10 11
12