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
$856M
AUM Growth
-$6.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$7.24M
3
+$2.16M
4
FLR icon
Fluor
FLR
+$1.91M
5
NFLX icon
Netflix
NFLX
+$1.75M

Top Sells

1
+$6.74M
2
+$5.99M
3
+$4.88M
4
CSCO icon
Cisco
CSCO
+$4.48M
5
MSFT icon
Microsoft
MSFT
+$3.35M

Sector Composition

1 Financials 17.18%
2 Technology 17%
3 Healthcare 13.74%
4 Consumer Discretionary 11.81%
5 Consumer Staples 11.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$31K ﹤0.01%
17
352
$31K ﹤0.01%
1,422
-25
353
$31K ﹤0.01%
1,030
-60
354
$31K ﹤0.01%
3,708
355
$31K ﹤0.01%
668
356
$30K ﹤0.01%
2,489
357
$30K ﹤0.01%
580
-5
358
$30K ﹤0.01%
400
-11
359
$30K ﹤0.01%
1,000
360
$30K ﹤0.01%
211
361
$29K ﹤0.01%
1,903
-500
362
$29K ﹤0.01%
4,200
363
$29K ﹤0.01%
1,000
364
$29K ﹤0.01%
342
365
$28K ﹤0.01%
186
-9
366
$27K ﹤0.01%
200
-26
367
$27K ﹤0.01%
12,476
368
$26K ﹤0.01%
680
-53
369
$26K ﹤0.01%
4,813
370
$26K ﹤0.01%
800
-20
371
$26K ﹤0.01%
1,000
372
$26K ﹤0.01%
416
373
$25K ﹤0.01%
209
-154
374
$25K ﹤0.01%
1,818
-2,135
375
$25K ﹤0.01%
500
-30
13 14
15
16 17