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
$872M
AUM Growth
+$865M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$12.7M
3
+$11.1M
4
INTC icon
Intel
INTC
+$10.4M
5
TM icon
Toyota
TM
+$6.2M

Top Sells

1
+$3.57M
2
+$3.18M
3
+$2.58M
4
GILD icon
Gilead Sciences
GILD
+$2.31M
5
CAT icon
Caterpillar
CAT
+$2.05M

Sector Composition

1 Technology 15.61%
2 Financials 14.46%
3 Consumer Staples 12.15%
4 Healthcare 11.34%
5 Consumer Discretionary 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$22K ﹤0.01%
+864
427
$22K ﹤0.01%
300
428
$22K ﹤0.01%
+658
429
$22K ﹤0.01%
+1,614
430
$22K ﹤0.01%
+500
431
$22K ﹤0.01%
+241
432
$22K ﹤0.01%
+112
433
$21K ﹤0.01%
200
434
$21K ﹤0.01%
+942
435
$21K ﹤0.01%
960
436
$21K ﹤0.01%
400
437
$21K ﹤0.01%
300
-32
438
$21K ﹤0.01%
1,150
+1,000
439
$21K ﹤0.01%
342
440
$21K ﹤0.01%
350
441
$21K ﹤0.01%
606
442
$20K ﹤0.01%
+300
443
$20K ﹤0.01%
+43
444
$20K ﹤0.01%
432
+44
445
$20K ﹤0.01%
600
446
$19K ﹤0.01%
400
-67,032
447
$19K ﹤0.01%
+1,525
448
$18K ﹤0.01%
+3,339
449
$18K ﹤0.01%
+156
450
$18K ﹤0.01%
1,625
16 17
18
19 20