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
$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
576
$5K ﹤0.01%
250
577
$5K ﹤0.01%
100
578
$5K ﹤0.01%
103
-1
579
$5K ﹤0.01%
1,525
580
$5K ﹤0.01%
1,000
581
$4K ﹤0.01%
36
582
$4K ﹤0.01%
100
583
$4K ﹤0.01%
5,655
+579
584
$4K ﹤0.01%
+300
585
$4K ﹤0.01%
125
586
$4K ﹤0.01%
41
587
$4K ﹤0.01%
22
-73
588
$4K ﹤0.01%
278
589
$4K ﹤0.01%
50
-50
590
$4K ﹤0.01%
200
591
$4K ﹤0.01%
300
592
$4K ﹤0.01%
150
593
$4K ﹤0.01%
500
594
$4K ﹤0.01%
46
595
$4K ﹤0.01%
72
596
$4K ﹤0.01%
8
597
$4K ﹤0.01%
146
598
$4K ﹤0.01%
400
599
$4K ﹤0.01%
216
600
$4K ﹤0.01%
36