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
$967M
AUM Growth
-$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1 +$2.27M
2 +$1.82M
3 +$1.73M
4
DY icon
Dycom Industries
DY
+$1.69M
5
DIS icon
Walt Disney
DIS
+$1.31M

Sector Composition

1 Technology 24.43%
2 Financials 11.97%
3 Consumer Discretionary 11.48%
4 Healthcare 11.17%
5 Consumer Staples 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$7K ﹤0.01%
800
552
$7K ﹤0.01%
127
553
$7K ﹤0.01%
415
-490
554
$7K ﹤0.01%
50
555
$6K ﹤0.01%
1,128
556
$6K ﹤0.01%
144
557
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88
558
$6K ﹤0.01%
434
559
$6K ﹤0.01%
1,190
560
$6K ﹤0.01%
+237
561
$6K ﹤0.01%
150
562
$6K ﹤0.01%
150
563
$6K ﹤0.01%
24
564
$6K ﹤0.01%
1,200
565
$6K ﹤0.01%
148
+3
566
$6K ﹤0.01%
1,000
567
$6K ﹤0.01%
1,818
568
$6K ﹤0.01%
200
569
$5K ﹤0.01%
50
570
$5K ﹤0.01%
1,150
571
$5K ﹤0.01%
+100
572
$5K ﹤0.01%
800
573
$5K ﹤0.01%
174
574
$5K ﹤0.01%
57
575
$5K ﹤0.01%
60