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
351
$34K ﹤0.01%
3,003
352
$34K ﹤0.01%
+750
353
$34K ﹤0.01%
800
354
$34K ﹤0.01%
+503
355
$33K ﹤0.01%
193
+7
356
$32K ﹤0.01%
505
357
$32K ﹤0.01%
1,644
358
$31K ﹤0.01%
17
359
$31K ﹤0.01%
3,708
360
$31K ﹤0.01%
+2,800
361
$31K ﹤0.01%
1,000
362
$31K ﹤0.01%
1,818
363
$30K ﹤0.01%
1,304
-118
364
$30K ﹤0.01%
500
365
$30K ﹤0.01%
658
-78
366
$30K ﹤0.01%
400
367
$30K ﹤0.01%
2,200
-5,500
368
$29K ﹤0.01%
200
369
$29K ﹤0.01%
1,903
370
$29K ﹤0.01%
342
371
$28K ﹤0.01%
92
-790
372
$27K ﹤0.01%
864
373
$27K ﹤0.01%
850
-180
374
$27K ﹤0.01%
500
375
$26K ﹤0.01%
680
13 14
15
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