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
$2.19B
AUM Growth
-$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,167
New
Increased
Reduced
Closed

Top Buys

1
+$9.74M
2
+$8.89M
3
+$5.81M
4
CSCO icon
Cisco
CSCO
+$5.2M
5
LNC icon
Lincoln National
LNC
+$3.95M

Top Sells

1
+$6.68M
2
+$6.46M
3
+$5.15M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.7M
5
FDX icon
FedEx
FDX
+$3.11M

Sector Composition

1 Consumer Discretionary 33.75%
2 Technology 19.77%
3 Healthcare 9.27%
4 Financials 8.74%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$113K 0.01%
2,166
+522
402
$108K ﹤0.01%
1,035
403
$108K ﹤0.01%
325
404
$107K ﹤0.01%
1,557
+213
405
$106K ﹤0.01%
1,293
+1,132
406
$104K ﹤0.01%
1,650
+200
407
$103K ﹤0.01%
+934
408
$103K ﹤0.01%
1,258
409
$101K ﹤0.01%
263
+203
410
$100K ﹤0.01%
675
+325
411
$98K ﹤0.01%
300
412
$97K ﹤0.01%
2,710
+349
413
$96K ﹤0.01%
1,772
+86
414
$95K ﹤0.01%
516
-50
415
$95K ﹤0.01%
1,424
-9,884
416
$93K ﹤0.01%
470
+20
417
$93K ﹤0.01%
1,968
-541
418
$92K ﹤0.01%
15,030
+500
419
$91K ﹤0.01%
3,806
+2,794
420
$91K ﹤0.01%
949
-65
421
$90K ﹤0.01%
1,944
+346
422
$85K ﹤0.01%
3,290
+2,600
423
$85K ﹤0.01%
+1,019
424
$85K ﹤0.01%
1,338
+560
425
$85K ﹤0.01%
1,980
+350
15 16
17
18 19