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
$3.1B
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,223
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$2.63M
3
+$2.53M
4
XOM icon
Exxon Mobil
XOM
+$2.26M
5
AMZN icon
Amazon
AMZN
+$2.05M

Top Sells

1
+$11.7M
2
+$3.42M
3
+$2.32M
4
PXD
Pioneer Natural Resource Co.
PXD
+$2.29M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.7M

Sector Composition

1 Technology 27.45%
2 Consumer Discretionary 24.54%
3 Healthcare 9.58%
4 Financials 9.34%
5 Communication Services 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$116K ﹤0.01%
845
427
$115K ﹤0.01%
+9,556
428
$115K ﹤0.01%
3,460
429
$113K ﹤0.01%
527
430
$112K ﹤0.01%
1,700
+85
431
$111K ﹤0.01%
189
432
$108K ﹤0.01%
6,500
433
$107K ﹤0.01%
1,375
434
$105K ﹤0.01%
2,221
+4
435
$105K ﹤0.01%
700
-32
436
$105K ﹤0.01%
2,209
-6,813
437
$105K ﹤0.01%
1,938
-50
438
$104K ﹤0.01%
2,125
+1,432
439
$103K ﹤0.01%
2,575
440
$103K ﹤0.01%
1,124
441
$103K ﹤0.01%
1,167
442
$103K ﹤0.01%
1,332
+10
443
$103K ﹤0.01%
265
444
$101K ﹤0.01%
1,404
-7
445
$101K ﹤0.01%
460
446
$101K ﹤0.01%
1,821
+1,121
447
$100K ﹤0.01%
1,499
448
$99.9K ﹤0.01%
2,273
+34
449
$99.5K ﹤0.01%
1,386
450
$99.1K ﹤0.01%
1,015
+800
16 17
18
19 20