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
+$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.31M
3
+$1.34M
4
URI icon
United Rentals
URI
+$1.01M
5
BA icon
Boeing
BA
+$607K

Top Sells

1
+$7.04M
2
+$1.76M
3
+$1.73M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.52M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.48M

Sector Composition

1 Technology 20.69%
2 Financials 14.1%
3 Consumer Discretionary 10.84%
4 Healthcare 10.44%
5 Consumer Staples 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$29K ﹤0.01%
275
427
$29K ﹤0.01%
189
428
$29K ﹤0.01%
858
429
$28K ﹤0.01%
1,065
430
$28K ﹤0.01%
500
431
$28K ﹤0.01%
225
432
$27K ﹤0.01%
700
433
$27K ﹤0.01%
680
434
$27K ﹤0.01%
2,000
435
$27K ﹤0.01%
250
436
$27K ﹤0.01%
600
437
$26K ﹤0.01%
286
-50
438
$26K ﹤0.01%
1,700
439
$25K ﹤0.01%
1,555
440
$25K ﹤0.01%
419
441
$25K ﹤0.01%
278
+203
442
$25K ﹤0.01%
4,813
443
$25K ﹤0.01%
500
444
$24K ﹤0.01%
864
445
$24K ﹤0.01%
43
446
$24K ﹤0.01%
1,000
447
$24K ﹤0.01%
391
448
$24K ﹤0.01%
5,000
449
$23K ﹤0.01%
348
450
$23K ﹤0.01%
5,239
16 17
18
19 20