SIC

Salem Investment Counselors Portfolio holdings

AUM $2.76B
1-Year Est. Return 32.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.1%
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%
+69
602
$3K ﹤0.01%
+99
603
$3K ﹤0.01%
+78
604
$3K ﹤0.01%
+39
605
$3K ﹤0.01%
+86
606
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+122
607
$3K ﹤0.01%
100
608
$3K ﹤0.01%
100
609
$3K ﹤0.01%
174
610
$3K ﹤0.01%
+38
611
$2K ﹤0.01%
+70
612
$2K ﹤0.01%
76
613
$2K ﹤0.01%
+122
614
$2K ﹤0.01%
+100
615
$2K ﹤0.01%
150
616
$2K ﹤0.01%
+90
617
$2K ﹤0.01%
202
618
$2K ﹤0.01%
32
619
$2K ﹤0.01%
38
620
$2K ﹤0.01%
+161
621
$2K ﹤0.01%
+40
622
$2K ﹤0.01%
+108
623
$2K ﹤0.01%
150
624
$2K ﹤0.01%
+135
625
$2K ﹤0.01%
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