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
326
$68K 0.01%
5,239
327
$67K 0.01%
+4,400
328
$67K 0.01%
2,000
329
$66K 0.01%
1,400
+400
330
$66K 0.01%
+1,635
331
$65K 0.01%
+936
332
$65K 0.01%
3,783
333
$64K 0.01%
3,302
-3,419
334
$63K 0.01%
1,300
-300
335
$62K 0.01%
1,100
336
$60K 0.01%
575
-100
337
$60K 0.01%
+1,975
338
$60K 0.01%
450
339
$60K 0.01%
2,000
340
$60K 0.01%
+5,000
341
$60K 0.01%
573
+23
342
$59K 0.01%
1,330
343
$59K 0.01%
5,500
344
$59K 0.01%
1,432
+132
345
$58K 0.01%
787
+637
346
$58K 0.01%
+1,085
347
$58K 0.01%
+1,375
348
$56K 0.01%
+3,645
349
$56K 0.01%
+925
350
$55K 0.01%
400
12 13
14
15 16