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
376
$18K ﹤0.01%
658
-21,910
377
$18K ﹤0.01%
+85
378
$17K ﹤0.01%
+206
379
$17K ﹤0.01%
+600
380
$16K ﹤0.01%
+473
381
$16K ﹤0.01%
+575
382
$16K ﹤0.01%
+1,000
383
$16K ﹤0.01%
+500
384
$16K ﹤0.01%
+228
385
$16K ﹤0.01%
+415
386
$15K ﹤0.01%
+150
387
$15K ﹤0.01%
+172
388
$15K ﹤0.01%
+1,190
389
$15K ﹤0.01%
+1,425
390
$15K ﹤0.01%
+123
391
$15K ﹤0.01%
+250
392
$15K ﹤0.01%
+725
393
$15K ﹤0.01%
+450
394
$14K ﹤0.01%
+1,200
395
$14K ﹤0.01%
+250
396
$14K ﹤0.01%
+200
397
$14K ﹤0.01%
+181
398
$13K ﹤0.01%
+685
399
$13K ﹤0.01%
+146
400
$13K ﹤0.01%
+800