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
$2.19B
AUM Growth
-$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,167
New
Increased
Reduced
Closed

Top Buys

1
+$9.74M
2
+$8.89M
3
+$5.81M
4
CSCO icon
Cisco
CSCO
+$5.2M
5
LNC icon
Lincoln National
LNC
+$3.95M

Top Sells

1
+$6.68M
2
+$6.46M
3
+$5.15M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.7M
5
FDX icon
FedEx
FDX
+$3.11M

Sector Composition

1 Consumer Discretionary 33.75%
2 Technology 19.77%
3 Healthcare 9.27%
4 Financials 8.74%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$72K ﹤0.01%
560
452
$71K ﹤0.01%
5,400
453
$70K ﹤0.01%
1,008
+116
454
$70K ﹤0.01%
2,040
455
$69K ﹤0.01%
759
+37
456
$68K ﹤0.01%
510
-71
457
$68K ﹤0.01%
644
+10
458
$67K ﹤0.01%
2,000
459
$65K ﹤0.01%
+1,134
460
$64K ﹤0.01%
261
+100
461
$63K ﹤0.01%
571
-2,969
462
$63K ﹤0.01%
+1,245
463
$63K ﹤0.01%
549
-119
464
$63K ﹤0.01%
201
465
$62K ﹤0.01%
+675
466
$62K ﹤0.01%
7,735
+980
467
$60K ﹤0.01%
3,440
+950
468
$60K ﹤0.01%
2,200
469
$60K ﹤0.01%
500
470
$60K ﹤0.01%
2,942
+338
471
$60K ﹤0.01%
1,286
+767
472
$59K ﹤0.01%
766
+566
473
$59K ﹤0.01%
2,000
474
$59K ﹤0.01%
779
+729
475
$59K ﹤0.01%
1,000
17 18
19
20 21