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
$1.09B
AUM Growth
+$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.31M
3
+$1.34M
4
URI icon
United Rentals
URI
+$1.01M
5
BA icon
Boeing
BA
+$607K

Top Sells

1
+$7.04M
2
+$1.76M
3
+$1.73M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.52M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.48M

Sector Composition

1 Technology 20.69%
2 Financials 14.1%
3 Consumer Discretionary 10.84%
4 Healthcare 10.44%
5 Consumer Staples 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$18K ﹤0.01%
300
477
$17K ﹤0.01%
200
478
$17K ﹤0.01%
146
479
$17K ﹤0.01%
450
480
$17K ﹤0.01%
304
481
$17K ﹤0.01%
600
482
$17K ﹤0.01%
725
483
$17K ﹤0.01%
450
484
$17K ﹤0.01%
312
485
$17K ﹤0.01%
149
486
$16K ﹤0.01%
408
487
$16K ﹤0.01%
200
488
$16K ﹤0.01%
500
489
$16K ﹤0.01%
174
490
$16K ﹤0.01%
206
491
$16K ﹤0.01%
228
492
$16K ﹤0.01%
300
493
$16K ﹤0.01%
170
494
$15K ﹤0.01%
5,076
495
$15K ﹤0.01%
1,000
496
$15K ﹤0.01%
1,236
497
$15K ﹤0.01%
58
498
$15K ﹤0.01%
200
499
$15K ﹤0.01%
100
500
$15K ﹤0.01%
125
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