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
$872M
AUM Growth
+$865M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$12.7M
3
+$11.1M
4
INTC icon
Intel
INTC
+$10.4M
5
TM icon
Toyota
TM
+$6.2M

Top Sells

1
+$3.57M
2
+$3.18M
3
+$2.58M
4
GILD icon
Gilead Sciences
GILD
+$2.31M
5
CAT icon
Caterpillar
CAT
+$2.05M

Sector Composition

1 Technology 15.61%
2 Financials 14.46%
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
601
$3K ﹤0.01%
100
602
$3K ﹤0.01%
100
603
$3K ﹤0.01%
174
604
$3K ﹤0.01%
+38
605
$3K ﹤0.01%
+42
606
$3K ﹤0.01%
+170
607
$3K ﹤0.01%
+87
608
$3K ﹤0.01%
1,906
609
$3K ﹤0.01%
+37
610
$3K ﹤0.01%
+124
611
$2K ﹤0.01%
76
612
$2K ﹤0.01%
+122
613
$2K ﹤0.01%
+100
614
$2K ﹤0.01%
+161
615
$2K ﹤0.01%
+40
616
$2K ﹤0.01%
+108
617
$2K ﹤0.01%
150
618
$2K ﹤0.01%
+135
619
$2K ﹤0.01%
22
620
$2K ﹤0.01%
+125
621
$2K ﹤0.01%
96
622
$2K ﹤0.01%
+59
623
$2K ﹤0.01%
+6
624
$2K ﹤0.01%
+28
625
$2K ﹤0.01%
+27
23 24
25
26 27