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
$979M
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$4.45M
3
+$4.32M
4
EFX icon
Equifax
EFX
+$3.32M
5
FLR icon
Fluor
FLR
+$3.03M

Top Sells

1
+$3.44M
2
+$2.55M
3
+$2.39M
4
XOM icon
Exxon Mobil
XOM
+$2.05M
5
AMD icon
Advanced Micro Devices
AMD
+$1.97M

Sector Composition

1 Technology 21.97%
2 Financials 16.7%
3 Consumer Discretionary 13.01%
4 Healthcare 12.29%
5 Consumer Staples 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$8K ﹤0.01%
+105
427
$8K ﹤0.01%
+308
428
$8K ﹤0.01%
+250
429
$8K ﹤0.01%
+250
430
$7K ﹤0.01%
+410
431
$7K ﹤0.01%
+800
432
$7K ﹤0.01%
+538
433
$7K ﹤0.01%
+98
434
$7K ﹤0.01%
+1,084
435
$7K ﹤0.01%
+58
436
$7K ﹤0.01%
+210
437
$6K ﹤0.01%
+144
438
$6K ﹤0.01%
+400
439
$6K ﹤0.01%
+91
440
$6K ﹤0.01%
+250
441
$6K ﹤0.01%
+216
442
$6K ﹤0.01%
+500
443
$6K ﹤0.01%
+1,000
444
$5K ﹤0.01%
+100
445
$5K ﹤0.01%
+72
446
$5K ﹤0.01%
+100
447
– –
-364,300
448
– –
-6,918
449
– –
-20,235
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