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
526
$60.2K ﹤0.01%
1,100
527
$59.9K ﹤0.01%
998
-98
528
$59.3K ﹤0.01%
1,350
+1,000
529
$59.3K ﹤0.01%
400
530
$59K ﹤0.01%
600
531
$58.6K ﹤0.01%
+4,047
532
$58.5K ﹤0.01%
2,350
533
$58.1K ﹤0.01%
+888
534
$57.4K ﹤0.01%
700
535
$57.3K ﹤0.01%
280
-152
536
$55.9K ﹤0.01%
1,000
537
$55.9K ﹤0.01%
+2,806
538
$55.8K ﹤0.01%
625
+575
539
$55.7K ﹤0.01%
475
540
$55.3K ﹤0.01%
415
541
$54.9K ﹤0.01%
+703
542
$54.7K ﹤0.01%
234
543
$54.6K ﹤0.01%
1,016
544
$54K ﹤0.01%
195
545
$53.6K ﹤0.01%
400
546
$53.3K ﹤0.01%
260
547
$52.1K ﹤0.01%
1,818
+1,000
548
$51.9K ﹤0.01%
+3,377
549
$51.8K ﹤0.01%
500
550
$51.5K ﹤0.01%
179
-22
20 21
22
23 24