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
$923M
AUM Growth
+$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$4.53M
3
+$4.43M
4
C icon
Citigroup
C
+$3.62M
5
MRK icon
Merck
MRK
+$3.4M

Top Sells

1
+$4.2M
2
+$2.91M
3
+$1.84M
4
CAA
CalAtlantic Group, Inc.
CAA
+$1.81M
5
BHF icon
Brighthouse Financial
BHF
+$1.78M

Sector Composition

1 Technology 18.07%
2 Financials 17.51%
3 Healthcare 12.39%
4 Consumer Discretionary 12.24%
5 Consumer Staples 11.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$14K ﹤0.01%
1,000
427
$14K ﹤0.01%
123
428
$14K ﹤0.01%
206
429
$14K ﹤0.01%
770
430
$14K ﹤0.01%
208
431
$14K ﹤0.01%
900
432
$13K ﹤0.01%
4,050
+350
433
$13K ﹤0.01%
146
434
$13K ﹤0.01%
211
435
$13K ﹤0.01%
81
436
$13K ﹤0.01%
240
+2
437
$13K ﹤0.01%
328
438
$13K ﹤0.01%
1,200
439
$13K ﹤0.01%
500
440
$13K ﹤0.01%
200
441
$13K ﹤0.01%
1,035
442
$12K ﹤0.01%
200
443
$12K ﹤0.01%
406
444
$12K ﹤0.01%
314
445
$12K ﹤0.01%
250
446
$12K ﹤0.01%
181
447
$12K ﹤0.01%
433
448
$12K ﹤0.01%
400
449
$12K ﹤0.01%
500
450
$11K ﹤0.01%
300
16 17
18
19 20