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
$967M
AUM Growth
-$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1 +$2.27M
2 +$1.82M
3 +$1.73M
4
DY icon
Dycom Industries
DY
+$1.69M
5
DIS icon
Walt Disney
DIS
+$1.31M

Sector Composition

1 Technology 24.43%
2 Financials 11.97%
3 Consumer Discretionary 11.48%
4 Healthcare 11.17%
5 Consumer Staples 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$23K ﹤0.01%
175
427
$23K ﹤0.01%
500
-3,660
428
$23K ﹤0.01%
125
429
$22K ﹤0.01%
150
430
$22K ﹤0.01%
858
431
$22K ﹤0.01%
118
432
$22K ﹤0.01%
97
-102
433
$22K ﹤0.01%
400
-432
434
$22K ﹤0.01%
1,100
435
$22K ﹤0.01%
4,813
436
$22K ﹤0.01%
6,990
437
$21K ﹤0.01%
25
438
$21K ﹤0.01%
1,065
-38
439
$21K ﹤0.01%
2,000
440
$21K ﹤0.01%
348
441
$21K ﹤0.01%
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442
$21K ﹤0.01%
2,100
443
$21K ﹤0.01%
250
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444
$21K ﹤0.01%
+100
445
$21K ﹤0.01%
379
446
$21K ﹤0.01%
1,588
-300
447
$21K ﹤0.01%
900
448
$20K ﹤0.01%
1,555
449
$20K ﹤0.01%
680
450
$20K ﹤0.01%
511