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
$967M
AUM Growth
-$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1 +$2.27M
2 +$1.82M
3 +$1.73M
4
DY icon
Dycom Industries
DY
+$1.69M
5
DIS icon
Walt Disney
DIS
+$1.31M

Sector Composition

1 Technology 24.43%
2 Financials 11.97%
3 Consumer Discretionary 11.48%
4 Healthcare 11.17%
5 Consumer Staples 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$47K ﹤0.01%
1,960
352
$47K ﹤0.01%
3,000
353
$47K ﹤0.01%
928
+40
354
$46K ﹤0.01%
3,200
355
$45K ﹤0.01%
1,900
-30
356
$45K ﹤0.01%
1,000
357
$45K ﹤0.01%
1,332
-553
358
$45K ﹤0.01%
500
+200
359
$44K ﹤0.01%
755
360
$44K ﹤0.01%
1,232
361
$42K ﹤0.01%
886
-314
362
$42K ﹤0.01%
473
363
$42K ﹤0.01%
350
364
$41K ﹤0.01%
500
365
$41K ﹤0.01%
331
366
$41K ﹤0.01%
1,100
367
$41K ﹤0.01%
348
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368
$40K ﹤0.01%
1,100
+1,000
369
$40K ﹤0.01%
500
370
$39K ﹤0.01%
454
371
$38K ﹤0.01%
700
+600
372
$38K ﹤0.01%
581
+400
373
$37K ﹤0.01%
3,500
374
$37K ﹤0.01%
100
375
$36K ﹤0.01%
2,712