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
501
$13K ﹤0.01%
155
502
$13K ﹤0.01%
100
503
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149
504
$12K ﹤0.01%
450
505
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250
506
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+1,325
507
$12K ﹤0.01%
500
508
$12K ﹤0.01%
193
509
$11K ﹤0.01%
2,000
510
$11K ﹤0.01%
+441
511
$11K ﹤0.01%
125
512
$11K ﹤0.01%
3,700
513
$11K ﹤0.01%
123
514
$11K ﹤0.01%
228
515
$11K ﹤0.01%
+250
516
$11K ﹤0.01%
1,545
517
$11K ﹤0.01%
640
518
$11K ﹤0.01%
3,500
519
$10K ﹤0.01%
153
520
$10K ﹤0.01%
408
521
$10K ﹤0.01%
215
522
$10K ﹤0.01%
+150
523
$10K ﹤0.01%
400
-180
524
$10K ﹤0.01%
1,000
525
$10K ﹤0.01%
1,101