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
301
$40K ﹤0.01%
+426
302
$40K ﹤0.01%
+800
303
$39K ﹤0.01%
+50
304
$39K ﹤0.01%
+385
305
$39K ﹤0.01%
+1,700
306
$39K ﹤0.01%
+1,000
307
$38K ﹤0.01%
+196
308
$38K ﹤0.01%
+825
309
$38K ﹤0.01%
+4,030
310
$38K ﹤0.01%
+414
311
$38K ﹤0.01%
+1,375
312
$37K ﹤0.01%
+942
313
$37K ﹤0.01%
+2,000
314
$37K ﹤0.01%
+1,359
315
$36K ﹤0.01%
+342
316
$36K ﹤0.01%
+500
317
$35K ﹤0.01%
+658
318
$35K ﹤0.01%
+4,125
319
$35K ﹤0.01%
+668
320
$35K ﹤0.01%
+416
321
$34K ﹤0.01%
+300
322
$32K ﹤0.01%
+1,590
323
$32K ﹤0.01%
+1,000
324
$31K ﹤0.01%
+469
325
$31K ﹤0.01%
+1,100
11 12
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