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
501
$70K ﹤0.01%
2,624
502
$69.9K ﹤0.01%
643
503
$69.8K ﹤0.01%
510
504
$69.1K ﹤0.01%
549
505
$68.9K ﹤0.01%
349
506
$68.8K ﹤0.01%
2,583
-1,000
507
$68.6K ﹤0.01%
715
508
$68.4K ﹤0.01%
3,346
+3,246
509
$67.8K ﹤0.01%
954
510
$67.6K ﹤0.01%
1,617
+1,492
511
$67K ﹤0.01%
+1,350
512
$65.2K ﹤0.01%
1,200
-1,000
513
$65K ﹤0.01%
650
514
$64.6K ﹤0.01%
1,526
-58
515
$64.4K ﹤0.01%
+335
516
$63.3K ﹤0.01%
502
-672
517
$62.7K ﹤0.01%
2,000
518
$62.5K ﹤0.01%
1,727
519
$62.1K ﹤0.01%
1,374
-2,587
520
$62.1K ﹤0.01%
2,361
521
$61.8K ﹤0.01%
1,999
+1,700
522
$61.4K ﹤0.01%
3,708
523
$61.2K ﹤0.01%
764
524
$61.1K ﹤0.01%
560
525
$60.9K ﹤0.01%
500
19 20
21
22 23