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
351
$24K ﹤0.01%
+2,200
352
$23K ﹤0.01%
+1,100
353
$23K ﹤0.01%
+500
354
$23K ﹤0.01%
+500
355
$23K ﹤0.01%
+271
356
$22K ﹤0.01%
+530
357
$22K ﹤0.01%
+200
358
$22K ﹤0.01%
+680
359
$22K ﹤0.01%
+500
360
$22K ﹤0.01%
+500
361
$22K ﹤0.01%
+1,000
362
$22K ﹤0.01%
+195
363
$22K ﹤0.01%
+806
364
$21K ﹤0.01%
+3,312
365
$20K ﹤0.01%
+504
366
$20K ﹤0.01%
+150
367
$20K ﹤0.01%
+1,525
368
$20K ﹤0.01%
+168
369
$19K ﹤0.01%
+112
370
$19K ﹤0.01%
700
-20,075
371
$19K ﹤0.01%
+322
372
$18K ﹤0.01%
+200
373
$18K ﹤0.01%
+81
374
$18K ﹤0.01%
+300
375
$18K ﹤0.01%
+343
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