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
376
$36K ﹤0.01%
583
377
$36K ﹤0.01%
744
+161
378
$35K ﹤0.01%
350
379
$35K ﹤0.01%
1,450
380
$35K ﹤0.01%
4,125
381
$34K ﹤0.01%
3,200
382
$34K ﹤0.01%
7,095
383
$34K ﹤0.01%
660
384
$33K ﹤0.01%
1,493
385
$32K ﹤0.01%
303
386
$32K ﹤0.01%
260
387
$32K ﹤0.01%
1,000
388
$32K ﹤0.01%
4,800
389
$31K ﹤0.01%
97
390
$31K ﹤0.01%
500
391
$31K ﹤0.01%
1,251
-461
392
$31K ﹤0.01%
2,500
-375
393
$31K ﹤0.01%
500
+409
394
$31K ﹤0.01%
158
395
$31K ﹤0.01%
200
396
$31K ﹤0.01%
300
397
$31K ﹤0.01%
1,468
398
$30K ﹤0.01%
125
399
$30K ﹤0.01%
668
400
$29K ﹤0.01%
600
+400