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
$856M
AUM Growth
-$6.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$7.24M
3
+$2.16M
4
FLR icon
Fluor
FLR
+$1.91M
5
NFLX icon
Netflix
NFLX
+$1.75M

Top Sells

1
+$6.74M
2
+$5.99M
3
+$4.88M
4
CSCO icon
Cisco
CSCO
+$4.48M
5
MSFT icon
Microsoft
MSFT
+$3.35M

Sector Composition

1 Financials 17.18%
2 Technology 17%
3 Healthcare 13.74%
4 Consumer Discretionary 11.81%
5 Consumer Staples 11.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$11K ﹤0.01%
350
452
$10K ﹤0.01%
3,700
453
$10K ﹤0.01%
300
454
$10K ﹤0.01%
200
455
$10K ﹤0.01%
50
456
$10K ﹤0.01%
328
457
$10K ﹤0.01%
250
458
$10K ﹤0.01%
125
459
$10K ﹤0.01%
500
460
$9K ﹤0.01%
206
-1
461
$9K ﹤0.01%
150
-22
462
$9K ﹤0.01%
250
463
$9K ﹤0.01%
450
464
$9K ﹤0.01%
500
-82,775
465
$8K ﹤0.01%
91
-9
466
$8K ﹤0.01%
100
-88
467
$8K ﹤0.01%
+550
468
$8K ﹤0.01%
650
469
$8K ﹤0.01%
220
-72
470
$8K ﹤0.01%
208
471
$8K ﹤0.01%
406
472
$8K ﹤0.01%
800
473
$8K ﹤0.01%
500
474
$8K ﹤0.01%
143
475
$8K ﹤0.01%
400
17 18
19
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