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
$3.1B
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,223
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$2.63M
3
+$2.53M
4
XOM icon
Exxon Mobil
XOM
+$2.26M
5
AMZN icon
Amazon
AMZN
+$2.05M

Top Sells

1
+$11.7M
2
+$3.42M
3
+$2.32M
4
PXD
Pioneer Natural Resource Co.
PXD
+$2.29M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.7M

Sector Composition

1 Technology 27.45%
2 Consumer Discretionary 24.54%
3 Healthcare 9.58%
4 Financials 9.34%
5 Communication Services 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$41.2K ﹤0.01%
3,090
-2,200
602
$41K ﹤0.01%
843
603
$40.9K ﹤0.01%
1,135
+1,000
604
$40.9K ﹤0.01%
184
605
$40.9K ﹤0.01%
300
606
$40.8K ﹤0.01%
100
607
$40.7K ﹤0.01%
1,314
608
$40.6K ﹤0.01%
518
609
$40.4K ﹤0.01%
1,350
610
$40.3K ﹤0.01%
1,000
611
$40.1K ﹤0.01%
1,937
-36
612
$40K ﹤0.01%
+260
613
$39.8K ﹤0.01%
500
614
$39.6K ﹤0.01%
600
615
$39.1K ﹤0.01%
526
616
$38.9K ﹤0.01%
374
617
$38.9K ﹤0.01%
200
618
$38.6K ﹤0.01%
125
619
$38.5K ﹤0.01%
575
620
$38.3K ﹤0.01%
375
621
$38.2K ﹤0.01%
1,310
622
$37.9K ﹤0.01%
760
-50
623
$37.9K ﹤0.01%
1,050
-925
624
$37.8K ﹤0.01%
160
625
$37K ﹤0.01%
231
23 24
25
26 27