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
$923M
AUM Growth
+$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$4.53M
3
+$4.43M
4
C icon
Citigroup
C
+$3.62M
5
MRK icon
Merck
MRK
+$3.4M

Top Sells

1
+$4.2M
2
+$2.91M
3
+$1.84M
4
CAA
CalAtlantic Group, Inc.
CAA
+$1.81M
5
BHF icon
Brighthouse Financial
BHF
+$1.78M

Sector Composition

1 Technology 18.07%
2 Financials 17.51%
3 Healthcare 12.39%
4 Consumer Discretionary 12.24%
5 Consumer Staples 11.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$11K ﹤0.01%
200
452
$11K ﹤0.01%
50
453
$11K ﹤0.01%
269
454
$10K ﹤0.01%
1,000
-14,529
455
$10K ﹤0.01%
400
456
$10K ﹤0.01%
468
457
$10K ﹤0.01%
168
458
$10K ﹤0.01%
58
459
$10K ﹤0.01%
450
460
$10K ﹤0.01%
80
-131
461
$10K ﹤0.01%
350
462
$9K ﹤0.01%
208
463
$9K ﹤0.01%
150
464
$9K ﹤0.01%
500
465
$9K ﹤0.01%
250
466
$9K ﹤0.01%
500
467
$9K ﹤0.01%
500
468
$8K ﹤0.01%
200
-20
469
$8K ﹤0.01%
800
470
$7K ﹤0.01%
91
471
$7K ﹤0.01%
100
472
$7K ﹤0.01%
625
-1,000
473
$7K ﹤0.01%
100
474
$7K ﹤0.01%
1,084
475
$6K ﹤0.01%
100
17 18
19
20 21