SIC

Salem Investment Counselors Portfolio holdings

AUM $3.54B
1-Year Est. Return 30.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.66M
AUM Growth
-$826M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$2.74M
3
+$2.1M
4
PFE icon
Pfizer
PFE
+$1.81M
5
BSX icon
Boston Scientific
BSX
+$1.54M

Top Sells

1
+$17.9M
2
+$17.5M
3
+$10.1M
4
INTC icon
Intel
INTC
+$10M
5
JPM icon
JPMorgan Chase
JPM
+$7.96M

Sector Composition

1 Technology 16.39%
2 Consumer Staples 14.01%
3 Healthcare 13.14%
4 Financials 9.58%
5 Industrials 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$27 ﹤0.01%
+1,906
477
$26 ﹤0.01%
+100
478
$25 ﹤0.01%
+22
479
$25 ﹤0.01%
+52
480
$24 ﹤0.01%
+150
481
$24 ﹤0.01%
+22
482
$24 ﹤0.01%
+150
483
$24 ﹤0.01%
+38
484
$22 ﹤0.01%
96
-13,890
485
$21 ﹤0.01%
+18
486
$21 ﹤0.01%
+153
487
$19 ﹤0.01%
+50
488
$19 ﹤0.01%
+166
489
$18 ﹤0.01%
150
-65,744
490
$18 ﹤0.01%
+228
491
$17 ﹤0.01%
+300
492
$16 ﹤0.01%
+76
493
$16 ﹤0.01%
+76
494
$16 ﹤0.01%
+100
495
$15 ﹤0.01%
+32
496
$13 ﹤0.01%
+100
497
$13 ﹤0.01%
+202
498
$11 ﹤0.01%
+4
499
$11 ﹤0.01%
+12
500
$11 ﹤0.01%
+72
18 19
20
21 22