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
$923M
AUM Growth
+$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$4.53M
3
+$4.43M
4
C icon
Citigroup
C
+$3.62M
5
MRK icon
Merck
MRK
+$3.4M

Top Sells

1
+$4.2M
2
+$2.91M
3
+$1.84M
4
CAA
CalAtlantic Group, Inc.
CAA
+$1.81M
5
BHF icon
Brighthouse Financial
BHF
+$1.78M

Sector Composition

1 Technology 18.07%
2 Financials 17.52%
3 Healthcare 12.39%
4 Consumer Discretionary 12.24%
5 Consumer Staples 11.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$4K ﹤0.01%
100
502
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503
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174
504
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505
$3K ﹤0.01%
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506
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112
507
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508
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51
509
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510
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+100
511
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80
512
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513
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515
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45
-26,747
516
$2K ﹤0.01%
50
-156
517
$2K ﹤0.01%
+94
518
$2K ﹤0.01%
92
519
$2K ﹤0.01%
100
520
$2K ﹤0.01%
100
521
$2K ﹤0.01%
18
522
$2K ﹤0.01%
80
523
$2K ﹤0.01%
+500
524
$2K ﹤0.01%
100
525
$2K ﹤0.01%
500
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