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
401
$13K ﹤0.01%
+450
402
$13K ﹤0.01%
+200
403
$13K ﹤0.01%
+900
404
$13K ﹤0.01%
+400
405
$12K ﹤0.01%
+200
406
$12K ﹤0.01%
+1,200
407
$12K ﹤0.01%
+500
408
$12K ﹤0.01%
+433
409
$11K ﹤0.01%
+200
410
$11K ﹤0.01%
+400
411
$11K ﹤0.01%
+406
412
$11K ﹤0.01%
+127
413
$11K ﹤0.01%
+50
414
$11K ﹤0.01%
+600
415
$11K ﹤0.01%
+739
416
$10K ﹤0.01%
+99
417
$10K ﹤0.01%
+328
418
$10K ﹤0.01%
+500
419
$9K ﹤0.01%
+3,700
420
$9K ﹤0.01%
+450
421
$9K ﹤0.01%
+300
422
$9K ﹤0.01%
+211
423
$9K ﹤0.01%
+208
424
$9K ﹤0.01%
+150
425
$9K ﹤0.01%
+500