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
$872M
AUM Growth
+$865M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$12.7M
3
+$11.1M
4
INTC icon
Intel
INTC
+$10.4M
5
TM icon
Toyota
TM
+$6.2M

Top Sells

1
+$3.57M
2
+$3.18M
3
+$2.58M
4
GILD icon
Gilead Sciences
GILD
+$2.31M
5
CAT icon
Caterpillar
CAT
+$2.05M

Sector Composition

1 Technology 15.61%
2 Financials 14.46%
3 Consumer Staples 12.15%
4 Healthcare 11.34%
5 Consumer Discretionary 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$31K ﹤0.01%
+400
402
$30K ﹤0.01%
500
403
$30K ﹤0.01%
1,004
+875
404
$30K ﹤0.01%
+1,000
405
$30K ﹤0.01%
311
+47
406
$30K ﹤0.01%
17,200
-5,550
407
$29K ﹤0.01%
+481
408
$29K ﹤0.01%
+960
409
$29K ﹤0.01%
668
410
$28K ﹤0.01%
+2,300
411
$28K ﹤0.01%
4,200
-2,000
412
$28K ﹤0.01%
+480
413
$27K ﹤0.01%
232
+32
414
$26K ﹤0.01%
546
415
$26K ﹤0.01%
246
+59
416
$26K ﹤0.01%
364
417
$26K ﹤0.01%
1,080
418
$25K ﹤0.01%
850
-83
419
$24K ﹤0.01%
550
-50
420
$24K ﹤0.01%
1,644
421
$23K ﹤0.01%
763
+83
422
$23K ﹤0.01%
461
423
$23K ﹤0.01%
1,721
424
$23K ﹤0.01%
3,708
425
$23K ﹤0.01%
+1,200
15 16
17
18 19