SIC
Salem Investment Counselors Portfolio holdings
AUM
$3.16B
1-Year Return
24.15%
This Quarter Return
+4.68%
1 Year Return
+24.15%
3 Year Return
+109.63%
5 Year Return
+182.24%
10 Year Return
+416.27%
AUM
$7.66M
AUM Growth
-$826M
(-99%)
Cap. Flow
-$57.3M
Cap. Flow
% of AUM
-748.16%
Top 10 Holdings %
Top 10 Hldgs %
27.54%
Holding
555
New
299
Increased
59
Reduced
117
Closed
23
Top Buys
| 1 |
Analog Devices
ADI
|
+$79K |
| 2 |
Wells Fargo
WFC
|
+$30.3K |
| 3 |
Flowers Foods
FLO
|
+$25K |
| 4 |
Cisco
CSCO
|
+$21.7K |
| 5 |
Pfizer
PFE
|
+$17.4K |
Top Sells
| 1 |
TE
TECO ENERGY INC
TE
|
+$17.5M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
+$10.1M |
| 3 |
JPMorgan Chase
JPM
|
+$7.96M |
| 4 |
Toyota
TM
|
+$5.31M |
| 5 |
EMC
EMC CORPORATION
EMC
|
+$3.41M |
Sector Composition
| 1 | Technology | 16.39% |
| 2 | Consumer Staples | 14.01% |
| 3 | Healthcare | 13.14% |
| 4 | Financials | 9.57% |
| 5 | Industrials | 9% |