SIC

Salem Investment Counselors Portfolio holdings

AUM $3.54B
1-Year Est. Return 30.41%
This Quarter Est. Return
1 Year Est. Return
+30.41%
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
+$19.8M
2
+$12.7M
3
+$11.1M
4
INTC icon
Intel
INTC
+$10.4M
5
TM icon
Toyota
TM
+$6.2M

Top Sells

1
+$3.57M
2
+$3.18M
3
+$2.58M
4
GILD icon
Gilead Sciences
GILD
+$2.31M
5
CAT icon
Caterpillar
CAT
+$2.05M

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
626
$2K ﹤0.01%
+280
627
$2K ﹤0.01%
+30
628
$2K ﹤0.01%
+31
629
$2K ﹤0.01%
+303
630
$2K ﹤0.01%
+20
631
$2K ﹤0.01%
18
632
$2K ﹤0.01%
32
633
$2K ﹤0.01%
38
634
$2K ﹤0.01%
+6
635
$2K ﹤0.01%
+28
636
$2K ﹤0.01%
+27
637
$2K ﹤0.01%
+46
638
$2K ﹤0.01%
+82
639
$2K ﹤0.01%
+115
640
$2K ﹤0.01%
200
-9,175
641
$2K ﹤0.01%
147
642
$2K ﹤0.01%
150
643
$2K ﹤0.01%
+90
644
$2K ﹤0.01%
202
645
$2K ﹤0.01%
+70
646
$1K ﹤0.01%
38
647
$1K ﹤0.01%
300
648
$1K ﹤0.01%
+10
649
$1K ﹤0.01%
+16
650
$1K ﹤0.01%
+23
24 25
26
27 28