SIC

Salem Investment Counselors Portfolio holdings

AUM $3.54B
1-Year Est. Return 30.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.42%
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 +$6.42M
2 +$3.91M
3 +$3.85M
4
EFX icon
Equifax
EFX
+$2.71M
5
ETP
Energy Transfer Partners, L.P.
ETP
+$2.39M

Top Sells

1 +$3.33M
2 +$2.04M
3 +$1.84M
4
V icon
Visa
V
+$1.84M
5
AMD icon
Advanced Micro Devices
AMD
+$1.45M

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
326
$31K ﹤0.01%
+4,200
327
$30K ﹤0.01%
+500
328
$30K ﹤0.01%
+864
329
$30K ﹤0.01%
+850
330
$30K ﹤0.01%
+400
331
$30K ﹤0.01%
+1,000
332
$29K ﹤0.01%
+592
333
$29K ﹤0.01%
+189
334
$29K ﹤0.01%
+92
335
$29K ﹤0.01%
+100
336
$29K ﹤0.01%
+200
337
$29K ﹤0.01%
+1,500
338
$28K ﹤0.01%
+420
339
$28K ﹤0.01%
+250
340
$27K ﹤0.01%
+450
341
$27K ﹤0.01%
+200
342
$27K ﹤0.01%
+229
343
$26K ﹤0.01%
+1,555
344
$26K ﹤0.01%
+2,000
345
$26K ﹤0.01%
+1,588
346
$26K ﹤0.01%
+1,236
347
$26K ﹤0.01%
+600
348
$25K ﹤0.01%
+450
349
$25K ﹤0.01%
+4,813
350
$25K ﹤0.01%
+353