SIC

Salem Investment Counselors Portfolio holdings

AUM $3.54B
1-Year Est. Return 30.41%
This Quarter Est. Return
1 Year Est. Return
+30.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$967M
AUM Growth
-$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1 +$2.27M
2 +$1.82M
3 +$1.73M
4
DY icon
Dycom Industries
DY
+$1.69M
5
DIS icon
Walt Disney
DIS
+$1.31M

Sector Composition

1 Technology 24.43%
2 Financials 11.97%
3 Consumer Discretionary 11.48%
4 Healthcare 11.17%
5 Consumer Staples 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$16K ﹤0.01%
500
477
$15K ﹤0.01%
495
478
$15K ﹤0.01%
110
479
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400
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864
481
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-25
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206
484
$15K ﹤0.01%
688
485
$15K ﹤0.01%
200
486
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286
-172
487
$15K ﹤0.01%
420
+300
488
$15K ﹤0.01%
170
489
$14K ﹤0.01%
150
490
$14K ﹤0.01%
146
491
$14K ﹤0.01%
3,312
492
$14K ﹤0.01%
100
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180
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494
$14K ﹤0.01%
324
+20
495
$13K ﹤0.01%
685
496
$13K ﹤0.01%
200
497
$13K ﹤0.01%
450
498
$13K ﹤0.01%
291
+200
499
$13K ﹤0.01%
625
500
$13K ﹤0.01%
300