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
$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 14.46%
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%
+46
627
$2K ﹤0.01%
+82
628
$2K ﹤0.01%
+7
629
$2K ﹤0.01%
+108
630
$2K ﹤0.01%
+48
631
$2K ﹤0.01%
+280
632
$2K ﹤0.01%
+30
633
$2K ﹤0.01%
+31
634
$2K ﹤0.01%
+303
635
$2K ﹤0.01%
+20
636
$2K ﹤0.01%
18
637
$2K ﹤0.01%
+115
638
$2K ﹤0.01%
200
-9,175
639
$2K ﹤0.01%
147
640
$2K ﹤0.01%
150
641
$2K ﹤0.01%
+90
642
$2K ﹤0.01%
202
643
$2K ﹤0.01%
+70
644
$2K ﹤0.01%
32
645
$2K ﹤0.01%
38
646
$1K ﹤0.01%
+274
647
$1K ﹤0.01%
4
648
$1K ﹤0.01%
51
-25
649
$1K ﹤0.01%
12
650
$1K ﹤0.01%
+200
24 25
26
27 28