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
401
$20K ﹤0.01%
3,312
-27
402
$20K ﹤0.01%
400
403
$20K ﹤0.01%
600
404
$19K ﹤0.01%
685
405
$19K ﹤0.01%
2,000
-112,200
406
$19K ﹤0.01%
200
-100
407
$19K ﹤0.01%
550
408
$19K ﹤0.01%
100
409
$18K ﹤0.01%
504
410
$18K ﹤0.01%
300
411
$18K ﹤0.01%
450
412
$17K ﹤0.01%
150
413
$17K ﹤0.01%
2,000
414
$17K ﹤0.01%
700
415
$17K ﹤0.01%
53
416
$17K ﹤0.01%
250
417
$17K ﹤0.01%
85
418
$16K ﹤0.01%
228
419
$16K ﹤0.01%
271
420
$15K ﹤0.01%
1,200
421
$15K ﹤0.01%
450
422
$15K ﹤0.01%
725
423
$15K ﹤0.01%
415
424
$14K ﹤0.01%
150
425
$14K ﹤0.01%
150
15 16
17
18 19