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
$923M
AUM Growth
+$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$4.53M
3
+$4.43M
4
C icon
Citigroup
C
+$3.62M
5
MRK icon
Merck
MRK
+$3.4M

Top Sells

1
+$4.2M
2
+$2.91M
3
+$1.84M
4
CAA
CalAtlantic Group, Inc.
CAA
+$1.81M
5
BHF icon
Brighthouse Financial
BHF
+$1.78M

Sector Composition

1 Technology 18.07%
2 Financials 17.51%
3 Healthcare 12.39%
4 Consumer Discretionary 12.24%
5 Consumer Staples 11.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$44K ﹤0.01%
385
327
$44K ﹤0.01%
350
328
$44K ﹤0.01%
2,000
329
$43K ﹤0.01%
4,030
330
$43K ﹤0.01%
1,141
331
$41K ﹤0.01%
1,100
332
$41K ﹤0.01%
502
333
$41K ﹤0.01%
450
334
$40K ﹤0.01%
4,125
335
$40K ﹤0.01%
3,003
336
$40K ﹤0.01%
602
337
$40K ﹤0.01%
238
338
$40K ﹤0.01%
1,468
339
$39K ﹤0.01%
190
340
$39K ﹤0.01%
+825
341
$39K ﹤0.01%
+338
342
$39K ﹤0.01%
3,500
343
$38K ﹤0.01%
461
344
$38K ﹤0.01%
2,500
345
$36K ﹤0.01%
350
346
$36K ﹤0.01%
700
347
$35K ﹤0.01%
1,000
348
$35K ﹤0.01%
1,000
349
$35K ﹤0.01%
+1,000
350
$34K ﹤0.01%
668
12 13
14
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