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
401
$29K ﹤0.01%
1,979
402
$29K ﹤0.01%
349
403
$28K ﹤0.01%
300
404
$28K ﹤0.01%
2,090
405
$28K ﹤0.01%
675
406
$28K ﹤0.01%
1,000
407
$28K ﹤0.01%
312
408
$27K ﹤0.01%
1,415
409
$27K ﹤0.01%
1,750
410
$27K ﹤0.01%
469
411
$26K ﹤0.01%
325
412
$26K ﹤0.01%
714
413
$26K ﹤0.01%
780
414
$25K ﹤0.01%
137
415
$25K ﹤0.01%
1,080
416
$25K ﹤0.01%
189
417
$25K ﹤0.01%
+750
418
$25K ﹤0.01%
380
-1
419
$24K ﹤0.01%
+258
420
$24K ﹤0.01%
500
421
$23K ﹤0.01%
17
-2
422
$23K ﹤0.01%
348
423
$23K ﹤0.01%
700
424
$23K ﹤0.01%
1,032
425
$23K ﹤0.01%
750