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
276
$115K 0.01%
+3,688
277
$114K 0.01%
13,612
-2,175
278
$114K 0.01%
1,966
279
$113K 0.01%
773
280
$113K 0.01%
16,376
281
$113K 0.01%
923
+306
282
$113K 0.01%
5,130
283
$113K 0.01%
+5,700
284
$112K 0.01%
+2,103
285
$111K 0.01%
2,038
-78
286
$109K 0.01%
+1,785
287
$108K 0.01%
3,023
-11,747
288
$105K 0.01%
1,077
+957
289
$104K 0.01%
2,187
+120
290
$104K 0.01%
+1,855
291
$102K 0.01%
2,587
+1,062
292
$101K 0.01%
700
293
$101K 0.01%
+1,955
294
$101K 0.01%
864
295
$101K 0.01%
+1,235
296
$101K 0.01%
+1,270
297
$99K 0.01%
1,313
-123
298
$99K 0.01%
5,133
-11,615
299
$98K 0.01%
2,000
300
$96K 0.01%
1,099
+35
10 11
12
13 14