SIC

Salem Investment Counselors Portfolio holdings

AUM $3.54B
1-Year Est. Return 30.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.42%
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 +$18.7M
2 +$11.2M
3 +$10.8M
4
INTC icon
Intel
INTC
+$10.3M
5
TM icon
Toyota
TM
+$6.17M

Top Sells

1 +$3.51M
2 +$3.13M
3 +$2.67M
4
GILD icon
Gilead Sciences
GILD
+$2.4M
5
CAT icon
Caterpillar
CAT
+$2M

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
576
$3K ﹤0.01%
+87
577
$3K ﹤0.01%
1,906
578
$3K ﹤0.01%
13
579
$3K ﹤0.01%
112
580
$3K ﹤0.01%
+300
581
$3K ﹤0.01%
100
-13,287
582
$3K ﹤0.01%
+40
583
$3K ﹤0.01%
+94
584
$3K ﹤0.01%
42
585
$3K ﹤0.01%
+63
586
$3K ﹤0.01%
51
587
$3K ﹤0.01%
+56
588
$3K ﹤0.01%
52
589
$3K ﹤0.01%
+52
590
$3K ﹤0.01%
+38
591
$3K ﹤0.01%
+44
592
$3K ﹤0.01%
+29
593
$3K ﹤0.01%
+101
594
$3K ﹤0.01%
+585
595
$3K ﹤0.01%
+36
596
$3K ﹤0.01%
100
597
$3K ﹤0.01%
+44
598
$3K ﹤0.01%
+69
599
$3K ﹤0.01%
+99
600
$3K ﹤0.01%
+78