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
$967M
AUM Growth
-$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1 +$2.27M
2 +$1.82M
3 +$1.73M
4
DY icon
Dycom Industries
DY
+$1.69M
5
DIS icon
Walt Disney
DIS
+$1.31M

Sector Composition

1 Technology 24.43%
2 Financials 11.97%
3 Consumer Discretionary 11.48%
4 Healthcare 11.17%
5 Consumer Staples 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$4K ﹤0.01%
635
602
$4K ﹤0.01%
850
603
$3K ﹤0.01%
100
604
$3K ﹤0.01%
148
605
$3K ﹤0.01%
56
606
$3K ﹤0.01%
64
607
$3K ﹤0.01%
65
608
$3K ﹤0.01%
400
609
$3K ﹤0.01%
20
610
$3K ﹤0.01%
125
611
$3K ﹤0.01%
52
612
$3K ﹤0.01%
500
613
$3K ﹤0.01%
200
614
$3K ﹤0.01%
160
615
$3K ﹤0.01%
75
616
$3K ﹤0.01%
100
617
$3K ﹤0.01%
100
618
$3K ﹤0.01%
110
+1
619
$2K ﹤0.01%
35
620
$2K ﹤0.01%
200
621
$2K ﹤0.01%
112
622
$2K ﹤0.01%
100
623
$2K ﹤0.01%
150
624
$2K ﹤0.01%
83
625
$2K ﹤0.01%
150