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
$3.1B
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,223
New
Increased
Reduced
Closed

Top Buys

1 +$3.8M
2 +$2.63M
3 +$2.53M
4
XOM icon
Exxon Mobil
XOM
+$2.26M
5
AMZN icon
Amazon
AMZN
+$2.05M

Top Sells

1 +$11.7M
2 +$3.42M
3 +$2.32M
4
PXD
Pioneer Natural Resource Co.
PXD
+$2.29M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.7M

Sector Composition

1 Technology 27.45%
2 Consumer Discretionary 24.54%
3 Healthcare 9.58%
4 Financials 9.34%
5 Communication Services 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$45.6K ﹤0.01%
1,493
577
$45.2K ﹤0.01%
1,200
578
$45K ﹤0.01%
118
579
$45K ﹤0.01%
470
580
$44.9K ﹤0.01%
755
581
$44.9K ﹤0.01%
1,979
582
$44.6K ﹤0.01%
2,263
583
$44.5K ﹤0.01%
165
584
$44.4K ﹤0.01%
555
-237
585
$44.4K ﹤0.01%
1,380
586
$44K ﹤0.01%
500
587
$43.7K ﹤0.01%
1,918
-2
588
$43.6K ﹤0.01%
+1,596
589
$43.6K ﹤0.01%
15,796
590
$43.5K ﹤0.01%
300
591
$43.4K ﹤0.01%
3,463
+30
592
$43.1K ﹤0.01%
400
593
$43.1K ﹤0.01%
1,950
594
$42.8K ﹤0.01%
810
-200
595
$42.6K ﹤0.01%
+524
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$42.3K ﹤0.01%
1,002
597
$42.1K ﹤0.01%
5,239
598
$41.6K ﹤0.01%
607
599
$41.2K ﹤0.01%
357
600
$41.2K ﹤0.01%
600