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
301
$96K 0.01%
6,000
302
$95K 0.01%
760
303
$93K 0.01%
4,275
304
$93K 0.01%
374
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305
$92K 0.01%
1,078
-963
306
$90K 0.01%
483
+17
307
$89K 0.01%
+1,000
308
$86K 0.01%
830
309
$86K 0.01%
1,200
310
$86K 0.01%
2,834
311
$85K 0.01%
1,588
312
$83K 0.01%
+218
313
$83K 0.01%
1,415
314
$80K 0.01%
765
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315
$79K 0.01%
1,871
316
$79K 0.01%
+788
317
$78K 0.01%
1,035
318
$76K 0.01%
2,364
-42
319
$75K 0.01%
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320
$75K 0.01%
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321
$74K 0.01%
800
-212
322
$72K 0.01%
+8,000
323
$72K 0.01%
3,000
324
$70K 0.01%
4,710
+4,610
325
$69K 0.01%
2,040
11 12
13
14 15