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
376
$24K ﹤0.01%
1,555
377
$24K ﹤0.01%
+1,000
378
$24K ﹤0.01%
500
-50
379
$24K ﹤0.01%
864
380
$24K ﹤0.01%
300
-15
381
$24K ﹤0.01%
122
382
$24K ﹤0.01%
1,000
-1,600
383
$24K ﹤0.01%
246
+127
384
$23K ﹤0.01%
2,000
385
$23K ﹤0.01%
196
386
$23K ﹤0.01%
660
387
$23K ﹤0.01%
806
388
$22K ﹤0.01%
156
389
$22K ﹤0.01%
469
+87
390
$22K ﹤0.01%
1,614
391
$22K ﹤0.01%
350
392
$22K ﹤0.01%
200
393
$22K ﹤0.01%
1,000
394
$22K ﹤0.01%
600
395
$21K ﹤0.01%
3,339
396
$21K ﹤0.01%
500
397
$20K ﹤0.01%
400
398
$19K ﹤0.01%
685
399
$19K ﹤0.01%
550
400
$19K ﹤0.01%
1,525
14 15
16
17 18