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
526
$10K ﹤0.01%
1,525
527
$10K ﹤0.01%
1,000
528
$9K ﹤0.01%
410
529
$9K ﹤0.01%
310
530
$9K ﹤0.01%
752
-325
531
$9K ﹤0.01%
725
-50
532
$9K ﹤0.01%
150
533
$9K ﹤0.01%
400
534
$8K ﹤0.01%
+95
535
$8K ﹤0.01%
150
536
$8K ﹤0.01%
881
537
$8K ﹤0.01%
450
-40,270
538
$8K ﹤0.01%
75
539
$8K ﹤0.01%
58
540
$8K ﹤0.01%
166
541
$8K ﹤0.01%
1,108
542
$8K ﹤0.01%
289
543
$8K ﹤0.01%
450
544
$7K ﹤0.01%
+58
545
$7K ﹤0.01%
575
546
$7K ﹤0.01%
150
547
$7K ﹤0.01%
250
548
$7K ﹤0.01%
146
549
$7K ﹤0.01%
144
550
$7K ﹤0.01%
208