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
$1.09B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1 +$183M
2 +$4.55M
3 +$3.07M
4
LUV icon
Southwest Airlines
LUV
+$1.13M
5
AKTS
Akoustis Technologies Inc
AKTS
+$1M

Top Sells

1 +$5.64M
2 +$4.62M
3 +$2.25M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.54M
5
JCI icon
Johnson Controls International
JCI
+$1.31M

Sector Composition

1 Communication Services 24.78%
2 Technology 16.64%
3 Financials 14.39%
4 Consumer Discretionary 11.09%
5 Healthcare 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$16K ﹤0.01%
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403
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404
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406
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-807
416
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900
417
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247
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421
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181
422
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433
423
$11K ﹤0.01%
328
424
$11K ﹤0.01%
+269
425
$11K ﹤0.01%
500