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
$2.55B
AUM Growth
-$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,167
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$3.4M
3
+$2.58M
4
TROW icon
T. Rowe Price
TROW
+$2.24M
5
UNH icon
UnitedHealth
UNH
+$2.2M

Top Sells

1
+$3.69M
2
+$3.03M
3
+$2.84M
4
BTI icon
British American Tobacco
BTI
+$2.84M
5
ABBV icon
AbbVie
ABBV
+$2.72M

Sector Composition

1 Consumer Discretionary 34.19%
2 Technology 21.21%
3 Financials 8.92%
4 Healthcare 7.97%
5 Communication Services 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$34K ﹤0.01%
1,590
577
$33K ﹤0.01%
150
+25
578
$33K ﹤0.01%
616
579
$33K ﹤0.01%
270
580
$32K ﹤0.01%
864
581
$32K ﹤0.01%
285
-44
582
$32K ﹤0.01%
858
583
$32K ﹤0.01%
294
584
$32K ﹤0.01%
629
+585
585
$32K ﹤0.01%
+365
586
$31K ﹤0.01%
1,500
587
$31K ﹤0.01%
522
+22
588
$31K ﹤0.01%
505
589
$31K ﹤0.01%
450
590
$30K ﹤0.01%
250
591
$30K ﹤0.01%
146
-47
592
$30K ﹤0.01%
1,224
-2,396
593
$30K ﹤0.01%
2,000
594
$29K ﹤0.01%
943
595
$29K ﹤0.01%
445
596
$29K ﹤0.01%
495
597
$29K ﹤0.01%
934
-567
598
$29K ﹤0.01%
73
+37
599
$29K ﹤0.01%
794
600
$29K ﹤0.01%
205
22 23
24
25 26