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
$1.09B
AUM Growth
+$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.31M
3
+$1.34M
4
URI icon
United Rentals
URI
+$1.01M
5
BA icon
Boeing
BA
+$607K

Top Sells

1
+$7.04M
2
+$1.76M
3
+$1.73M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.52M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.48M

Sector Composition

1 Technology 20.69%
2 Financials 14.1%
3 Consumer Discretionary 10.84%
4 Healthcare 10.44%
5 Consumer Staples 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$8K ﹤0.01%
500
552
$8K ﹤0.01%
127
553
$8K ﹤0.01%
1,000
554
$7K ﹤0.01%
+800
555
$7K ﹤0.01%
90
556
$7K ﹤0.01%
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557
$7K ﹤0.01%
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558
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850
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57
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250
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308
566
$6K ﹤0.01%
150
567
$6K ﹤0.01%
100
568
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569
$5K ﹤0.01%
50
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571
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150
572
$5K ﹤0.01%
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100
574
$5K ﹤0.01%
500
575
$5K ﹤0.01%
71
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