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
351
$55K 0.01%
1,000
352
$53K 0.01%
4,175
353
$53K 0.01%
890
354
$52K 0.01%
+1,080
355
$52K 0.01%
4,274
-225
356
$51K 0.01%
2,000
357
$50K 0.01%
1,651
-26
358
$50K 0.01%
846
-51
359
$50K 0.01%
7,400
-92,600
360
$49K 0.01%
1,360
361
$49K 0.01%
3,003
362
$49K 0.01%
+517
363
$49K 0.01%
+1,600
364
$48K 0.01%
318
-141
365
$47K 0.01%
600
366
$46K 0.01%
267
367
$46K 0.01%
395
-98
368
$45K 0.01%
400
369
$45K 0.01%
580
370
$45K 0.01%
2,500
371
$45K 0.01%
500
372
$43K ﹤0.01%
2,578
+175
373
$43K ﹤0.01%
690
-1,100
374
$42K ﹤0.01%
4,000
375
$42K ﹤0.01%
500
13 14
15
16 17