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
$872M
AUM Growth
+$865M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$12.7M
3
+$11.1M
4
INTC icon
Intel
INTC
+$10.4M
5
TM icon
Toyota
TM
+$6.2M

Top Sells

1
+$3.57M
2
+$3.18M
3
+$2.58M
4
GILD icon
Gilead Sciences
GILD
+$2.31M
5
CAT icon
Caterpillar
CAT
+$2.05M

Sector Composition

1 Technology 15.61%
2 Financials 14.48%
3 Consumer Staples 12.15%
4 Healthcare 11.34%
5 Consumer Discretionary 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$4K ﹤0.01%
55
-10,473
552
$4K ﹤0.01%
+50
553
$4K ﹤0.01%
200
554
$4K ﹤0.01%
35
555
$4K ﹤0.01%
100
556
$4K ﹤0.01%
+385
557
$4K ﹤0.01%
80
558
$4K ﹤0.01%
+3
559
$4K ﹤0.01%
200
560
$4K ﹤0.01%
+100
561
$4K ﹤0.01%
500
-500
562
$4K ﹤0.01%
100
563
$4K ﹤0.01%
+60
564
$4K ﹤0.01%
3
-12
565
$4K ﹤0.01%
70
566
$4K ﹤0.01%
+67
567
$4K ﹤0.01%
+137
568
$4K ﹤0.01%
+111
569
$4K ﹤0.01%
+32
570
$3K ﹤0.01%
+238
571
$3K ﹤0.01%
+70
572
$3K ﹤0.01%
13
573
$3K ﹤0.01%
100
574
$3K ﹤0.01%
+53
575
$3K ﹤0.01%
112
21 22
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