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
501
$10K ﹤0.01%
600
+100
502
$9K ﹤0.01%
+3,700
503
$9K ﹤0.01%
300
504
$9K ﹤0.01%
206
505
$9K ﹤0.01%
+200
506
$9K ﹤0.01%
+350
507
$9K ﹤0.01%
500
508
$9K ﹤0.01%
+33
509
$8K ﹤0.01%
208
510
$8K ﹤0.01%
150
511
$8K ﹤0.01%
500
512
$8K ﹤0.01%
+50
513
$8K ﹤0.01%
+75
514
$8K ﹤0.01%
300
515
$8K ﹤0.01%
+400
516
$7K ﹤0.01%
550
-550
517
$7K ﹤0.01%
+650
518
$7K ﹤0.01%
200
-56
519
$7K ﹤0.01%
214
+36
520
$7K ﹤0.01%
800
521
$7K ﹤0.01%
250
522
$7K ﹤0.01%
200
523
$7K ﹤0.01%
+98
524
$7K ﹤0.01%
200
525
$6K ﹤0.01%
91
19 20
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