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
601
$3K ﹤0.01%
+39
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+86
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+122
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100
605
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100
606
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607
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608
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610
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76
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32
616
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619
$2K ﹤0.01%
+108
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150
621
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+135
622
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22
623
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96
624
$2K ﹤0.01%
+59
625
$2K ﹤0.01%
+6