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
$872M
AUM Growth
+$865M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$12.7M
3
+$11.1M
4
INTC icon
Intel
INTC
+$10.4M
5
TM icon
Toyota
TM
+$6.2M

Top Sells

1
+$3.57M
2
+$3.18M
3
+$2.58M
4
GILD icon
Gilead Sciences
GILD
+$2.31M
5
CAT icon
Caterpillar
CAT
+$2.05M

Sector Composition

1 Technology 15.61%
2 Financials 14.46%
3 Consumer Staples 12.15%
4 Healthcare 11.34%
5 Consumer Discretionary 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$18K ﹤0.01%
158
+1
452
$17K ﹤0.01%
+495
453
$17K ﹤0.01%
500
+10
454
$17K ﹤0.01%
250
455
$17K ﹤0.01%
+3,374
456
$17K ﹤0.01%
100
457
$16K ﹤0.01%
320
-1,450
458
$16K ﹤0.01%
+1,525
459
$16K ﹤0.01%
228
460
$16K ﹤0.01%
+431
461
$16K ﹤0.01%
592
-69,288
462
$15K ﹤0.01%
1,200
463
$15K ﹤0.01%
550
464
$15K ﹤0.01%
616
465
$15K ﹤0.01%
+638
466
$14K ﹤0.01%
504
467
$14K ﹤0.01%
200
468
$14K ﹤0.01%
+140
469
$14K ﹤0.01%
+300
470
$14K ﹤0.01%
415
471
$14K ﹤0.01%
135
+3
472
$14K ﹤0.01%
+1,000
473
$14K ﹤0.01%
67
+22
474
$14K ﹤0.01%
+70
475
$13K ﹤0.01%
346
-9
17 18
19
20 21