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
$1.09B
AUM Growth
+$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.31M
3
+$1.34M
4
URI icon
United Rentals
URI
+$1.01M
5
BA icon
Boeing
BA
+$607K

Top Sells

1
+$7.04M
2
+$1.76M
3
+$1.73M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.52M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.48M

Sector Composition

1 Technology 20.69%
2 Financials 14.1%
3 Consumer Discretionary 10.84%
4 Healthcare 10.44%
5 Consumer Staples 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$3K ﹤0.01%
486
-598
602
$3K ﹤0.01%
25
603
$3K ﹤0.01%
80
604
$3K ﹤0.01%
83
605
$3K ﹤0.01%
150
606
$3K ﹤0.01%
174
607
$3K ﹤0.01%
195
608
$3K ﹤0.01%
109
+1
609
$2K ﹤0.01%
35
610
$2K ﹤0.01%
50
611
$2K ﹤0.01%
200
612
$2K ﹤0.01%
94
613
$2K ﹤0.01%
161
614
$2K ﹤0.01%
148
615
$2K ﹤0.01%
50
616
$2K ﹤0.01%
300
617
$2K ﹤0.01%
100
618
$2K ﹤0.01%
100
619
$2K ﹤0.01%
80
620
$2K ﹤0.01%
59
621
$2K ﹤0.01%
112
622
$1K ﹤0.01%
202
623
$1K ﹤0.01%
229
-9
624
$1K ﹤0.01%
72
625
$1K ﹤0.01%
3
23 24
25
26 27