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
$1.09B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1 +$183M
2 +$4.55M
3 +$3.07M
4
LUV icon
Southwest Airlines
LUV
+$1.13M
5
AKTS
Akoustis Technologies Inc
AKTS
+$1M

Top Sells

1 +$5.64M
2 +$4.62M
3 +$2.25M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.54M
5
JCI icon
Johnson Controls International
JCI
+$1.31M

Sector Composition

1 Communication Services 24.78%
2 Technology 16.64%
3 Financials 14.39%
4 Consumer Discretionary 11.09%
5 Healthcare 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$11K ﹤0.01%
450
427
$11K ﹤0.01%
500
428
$10K ﹤0.01%
3,700
429
$10K ﹤0.01%
200
430
$10K ﹤0.01%
+200
431
$10K ﹤0.01%
400
432
$10K ﹤0.01%
406
433
$9K ﹤0.01%
99
434
$9K ﹤0.01%
211
435
$9K ﹤0.01%
500
436
$9K ﹤0.01%
250
437
$9K ﹤0.01%
250
438
$9K ﹤0.01%
+739
439
$8K ﹤0.01%
100
440
$8K ﹤0.01%
300
441
$8K ﹤0.01%
200
442
$8K ﹤0.01%
208
443
$8K ﹤0.01%
580
-1,034
444
$8K ﹤0.01%
150
445
$8K ﹤0.01%
58
446
$8K ﹤0.01%
500
447
$7K ﹤0.01%
1,000
448
$7K ﹤0.01%
800
449
$7K ﹤0.01%
98
450
$7K ﹤0.01%
308