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
$3.1B
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,223
New
Increased
Reduced
Closed

Top Buys

1 +$3.8M
2 +$2.63M
3 +$2.53M
4
XOM icon
Exxon Mobil
XOM
+$2.26M
5
AMZN icon
Amazon
AMZN
+$2.05M

Top Sells

1 +$11.7M
2 +$3.42M
3 +$2.32M
4
PXD
Pioneer Natural Resource Co.
PXD
+$2.29M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.7M

Sector Composition

1 Technology 27.45%
2 Consumer Discretionary 24.54%
3 Healthcare 9.58%
4 Financials 9.34%
5 Communication Services 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$81.2K ﹤0.01%
1,000
477
$81.1K ﹤0.01%
424
478
$80.8K ﹤0.01%
1,025
479
$78.9K ﹤0.01%
886
-40
480
$78.8K ﹤0.01%
581
-150
481
$78.1K ﹤0.01%
2,008
482
$77.1K ﹤0.01%
394
483
$76.9K ﹤0.01%
718
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484
$76.9K ﹤0.01%
968
485
$76.5K ﹤0.01%
596
486
$76.2K ﹤0.01%
780
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487
$75.9K ﹤0.01%
1,432
+1,275
488
$75.9K ﹤0.01%
550
+350
489
$75K ﹤0.01%
1,065
490
$74.5K ﹤0.01%
+282
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$73.9K ﹤0.01%
5,543
+5,300
492
$73.5K ﹤0.01%
14,664
-14,000
493
$73K ﹤0.01%
6,000
494
$72.9K ﹤0.01%
809
495
$72K ﹤0.01%
1,150
496
$71.7K ﹤0.01%
3,831
497
$71.4K ﹤0.01%
2,000
498
$71.2K ﹤0.01%
420
-28
499
$70.5K ﹤0.01%
1,658
500
$70.4K ﹤0.01%
505
-113