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
376
$26K ﹤0.01%
122
377
$26K ﹤0.01%
469
378
$26K ﹤0.01%
196
379
$26K ﹤0.01%
4,813
380
$26K ﹤0.01%
416
381
$25K ﹤0.01%
500
382
$25K ﹤0.01%
238
-50
383
$25K ﹤0.01%
209
384
$24K ﹤0.01%
2,000
385
$24K ﹤0.01%
156
386
$24K ﹤0.01%
4,200
387
$24K ﹤0.01%
246
388
$23K ﹤0.01%
1,555
389
$23K ﹤0.01%
660
390
$22K ﹤0.01%
1,190
-810
391
$22K ﹤0.01%
1,525
392
$22K ﹤0.01%
1,614
393
$22K ﹤0.01%
500
394
$22K ﹤0.01%
500
395
$22K ﹤0.01%
350
396
$22K ﹤0.01%
600
397
$22K ﹤0.01%
806
398
$21K ﹤0.01%
200
399
$21K ﹤0.01%
1,000
400
$20K ﹤0.01%
760
14 15
16
17 18