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
$1.09B
AUM Growth
+$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.31M
3
+$1.34M
4
URI icon
United Rentals
URI
+$1.01M
5
BA icon
Boeing
BA
+$607K

Top Sells

1
+$7.04M
2
+$1.76M
3
+$1.73M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.52M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.48M

Sector Composition

1 Technology 20.69%
2 Financials 14.1%
3 Consumer Discretionary 10.84%
4 Healthcare 10.44%
5 Consumer Staples 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$59K 0.01%
1,750
352
$59K 0.01%
9,600
353
$59K 0.01%
348
354
$59K 0.01%
629
355
$59K 0.01%
1,000
356
$57K 0.01%
330
357
$57K 0.01%
1,055
358
$53K ﹤0.01%
2,875
359
$53K ﹤0.01%
350
360
$52K ﹤0.01%
888
361
$52K ﹤0.01%
1,711
362
$52K ﹤0.01%
1,877
-1,000
363
$52K ﹤0.01%
1,100
364
$52K ﹤0.01%
1,493
365
$52K ﹤0.01%
500
366
$51K ﹤0.01%
3,200
367
$51K ﹤0.01%
1,415
368
$50K ﹤0.01%
300
369
$50K ﹤0.01%
4,125
370
$50K ﹤0.01%
196
371
$49K ﹤0.01%
183
372
$48K ﹤0.01%
4,030
373
$47K ﹤0.01%
502
374
$47K ﹤0.01%
1,052
375
$47K ﹤0.01%
2,133
13 14
15
16 17