SIC
Salem Investment Counselors Portfolio holdings
AUM
$3.16B
1-Year Return
24.15%
This Quarter Return
-15%
1 Year Return
+24.15%
3 Year Return
+109.63%
5 Year Return
+182.24%
10 Year Return
+416.27%
AUM
$2.19B
AUM Growth
-$357M
(-14%)
Cap. Flow
+$53.9M
Cap. Flow
% of AUM
2.46%
Top 10 Holdings %
Top 10 Hldgs %
50.63%
Holding
1,167
New
106
Increased
296
Reduced
163
Closed
36
Top Buys
| 1 |
UnitedHealth
UNH
|
+$9.74M |
| 2 |
Live Oak Bancshares
LOB
|
+$8.89M |
| 3 |
Palantir
PLTR
|
+$5.81M |
| 4 |
Cisco
CSCO
|
+$5.2M |
| 5 |
Lincoln National
LNC
|
+$3.95M |
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
+$6.68M |
| 2 |
Fiserv
FI
|
+$6.46M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$5.15M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$3.7M |
| 5 |
FedEx
FDX
|
+$3.11M |
Sector Composition
| 1 | Consumer Discretionary | 33.75% |
| 2 | Technology | 19.77% |
| 3 | Healthcare | 9.27% |
| 4 | Financials | 8.74% |
| 5 | Consumer Staples | 6.11% |
