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
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
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