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
$2.19B
AUM Growth
-$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,167
New
Increased
Reduced
Closed

Top Buys

1
+$9.74M
2
+$8.89M
3
+$5.81M
4
CSCO icon
Cisco
CSCO
+$5.2M
5
LNC icon
Lincoln National
LNC
+$3.95M

Top Sells

1
+$6.68M
2
+$6.46M
3
+$5.15M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.7M
5
FDX icon
FedEx
FDX
+$3.11M

Sector Composition

1 Consumer Discretionary 33.75%
2 Technology 19.77%
3 Healthcare 9.27%
4 Financials 8.74%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$43K ﹤0.01%
2,500
527
$43K ﹤0.01%
1,493
528
$42K ﹤0.01%
470
-180
529
$42K ﹤0.01%
+750
530
$42K ﹤0.01%
668
531
$42K ﹤0.01%
1,200
532
$41K ﹤0.01%
500
-9
533
$41K ﹤0.01%
452
534
$41K ﹤0.01%
492
+450
535
$41K ﹤0.01%
280
536
$41K ﹤0.01%
1,818
537
$40K ﹤0.01%
137
538
$40K ﹤0.01%
1,979
539
$40K ﹤0.01%
500
540
$40K ﹤0.01%
349
541
$40K ﹤0.01%
500
542
$40K ﹤0.01%
20,000
543
$39K ﹤0.01%
1,152
+3
544
$39K ﹤0.01%
1,002
545
$39K ﹤0.01%
391
-105
546
$39K ﹤0.01%
+178
547
$38K ﹤0.01%
685
548
$38K ﹤0.01%
1,080
549
$38K ﹤0.01%
549
+341
550
$38K ﹤0.01%
1,103
+725
20 21
22
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