SIC

Salem Investment Counselors Portfolio holdings

AUM $3.54B
1-Year Est. Return 30.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.42%
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
626
$2K ﹤0.01%
+28
627
$2K ﹤0.01%
+46
628
$2K ﹤0.01%
+82
629
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+7
630
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+108
631
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+48
632
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+280
633
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+30
634
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+31
635
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+303
636
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+20
637
$2K ﹤0.01%
18
638
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147
639
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150
640
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+90
641
$2K ﹤0.01%
202
642
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+70
643
$2K ﹤0.01%
+27
644
$2K ﹤0.01%
+115
645
$2K ﹤0.01%
200
-9,175
646
$1K ﹤0.01%
+166
647
$1K ﹤0.01%
38
648
$1K ﹤0.01%
100
649
$1K ﹤0.01%
24
650
$1K ﹤0.01%
100