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
$2.19B
AUM Growth
-$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,167
New
Increased
Reduced
Closed

Top Buys

1
+$9.74M
2
+$8.89M
3
+$5.81M
4
CSCO icon
Cisco
CSCO
+$5.2M
5
LNC icon
Lincoln National
LNC
+$3.95M

Top Sells

1
+$6.68M
2
+$6.46M
3
+$5.15M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.7M
5
FDX icon
FedEx
FDX
+$3.11M

Sector Composition

1 Consumer Discretionary 33.75%
2 Technology 19.77%
3 Healthcare 9.27%
4 Financials 8.74%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$25K ﹤0.01%
276
+176
627
$25K ﹤0.01%
495
628
$25K ﹤0.01%
1,500
629
$25K ﹤0.01%
540
630
$25K ﹤0.01%
146
631
$25K ﹤0.01%
450
632
$25K ﹤0.01%
175
633
$24K ﹤0.01%
86
634
$24K ﹤0.01%
290
635
$24K ﹤0.01%
+155
636
$23K ﹤0.01%
2,000
637
$23K ﹤0.01%
+500
638
$23K ﹤0.01%
+735
639
$23K ﹤0.01%
500
640
$23K ﹤0.01%
200
641
$23K ﹤0.01%
814
+156
642
$23K ﹤0.01%
355
+76
643
$23K ﹤0.01%
316
+150
644
$23K ﹤0.01%
303
645
$23K ﹤0.01%
500
646
$22K ﹤0.01%
645
647
$22K ﹤0.01%
743
+678
648
$22K ﹤0.01%
+450
649
$22K ﹤0.01%
541
650
$22K ﹤0.01%
293
+219
24 25
26
27 28