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
276
$58K 0.01%
+1,711
277
$58K 0.01%
+400
278
$58K 0.01%
+300
279
$57K 0.01%
+560
280
$56K 0.01%
+400
281
$56K 0.01%
+890
282
$55K 0.01%
+2,989
283
$55K 0.01%
+350
284
$53K 0.01%
+846
285
$52K 0.01%
+400
286
$52K 0.01%
+1,000
287
$51K 0.01%
+1,300
288
$51K 0.01%
+303
289
$51K 0.01%
+2,875
290
$51K 0.01%
+700
291
$50K 0.01%
+3,500
292
$47K ﹤0.01%
+1,979
293
$47K ﹤0.01%
+3,500
294
$46K ﹤0.01%
+2,133
295
$45K ﹤0.01%
+476
296
$44K ﹤0.01%
+1,080
297
$43K ﹤0.01%
+3,500
298
$42K ﹤0.01%
+1,818
299
$41K ﹤0.01%
+1,468
300
$40K ﹤0.01%
+190
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