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
476
$7K ﹤0.01%
100
477
$7K ﹤0.01%
168
478
$7K ﹤0.01%
308
479
$7K ﹤0.01%
1,000
-12,300
480
$7K ﹤0.01%
1,084
481
$7K ﹤0.01%
300
482
$6K ﹤0.01%
100
-52
483
$6K ﹤0.01%
400
484
$6K ﹤0.01%
+150
485
$6K ﹤0.01%
261
486
$6K ﹤0.01%
250
487
$6K ﹤0.01%
60
488
$6K ﹤0.01%
217
489
$6K ﹤0.01%
1,000
490
$5K ﹤0.01%
300
491
$5K ﹤0.01%
+98
492
$5K ﹤0.01%
100
493
$4K ﹤0.01%
500
494
$4K ﹤0.01%
100
-29
495
$4K ﹤0.01%
36
496
$4K ﹤0.01%
112
497
$4K ﹤0.01%
100
-40
498
$4K ﹤0.01%
260
499
$4K ﹤0.01%
100
500
$4K ﹤0.01%
+20
18 19
20
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