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
476
$13K ﹤0.01%
+650
477
$13K ﹤0.01%
+1,000
478
$13K ﹤0.01%
532
479
$13K ﹤0.01%
+600
480
$13K ﹤0.01%
230
+2
481
$13K ﹤0.01%
725
482
$13K ﹤0.01%
1,200
483
$13K ﹤0.01%
200
484
$13K ﹤0.01%
1,035
485
$13K ﹤0.01%
1,109
486
$12K ﹤0.01%
476
+8
487
$11K ﹤0.01%
450
-450
488
$11K ﹤0.01%
100
-410
489
$11K ﹤0.01%
+250
490
$11K ﹤0.01%
100
491
$11K ﹤0.01%
269
492
$11K ﹤0.01%
250
493
$11K ﹤0.01%
+350
494
$10K ﹤0.01%
150
495
$10K ﹤0.01%
468
-264
496
$10K ﹤0.01%
220
497
$10K ﹤0.01%
308
-7,780
498
$10K ﹤0.01%
677
+10
499
$10K ﹤0.01%
+200
500
$10K ﹤0.01%
187
18 19
20
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