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
626
$36.8K ﹤0.01%
1,020
627
$36.3K ﹤0.01%
530
628
$36.3K ﹤0.01%
500
629
$36.2K ﹤0.01%
+139
630
$36K ﹤0.01%
603
631
$35.9K ﹤0.01%
415
632
$35.7K ﹤0.01%
550
633
$35.5K ﹤0.01%
+777
634
$35.4K ﹤0.01%
2,414
635
$35.3K ﹤0.01%
200
636
$35K ﹤0.01%
1,025
637
$35K ﹤0.01%
1,800
638
$34.9K ﹤0.01%
800
639
$34.8K ﹤0.01%
610
640
$34.7K ﹤0.01%
500
641
$34.2K ﹤0.01%
1,500
-150,036
642
$34K ﹤0.01%
289
643
$33.7K ﹤0.01%
+485
644
$33K ﹤0.01%
658
+43
645
$32.9K ﹤0.01%
1,525
646
$32.8K ﹤0.01%
495
647
$32.7K ﹤0.01%
235
648
$32.6K ﹤0.01%
+750
649
$32.5K ﹤0.01%
1,200
650
$31.4K ﹤0.01%
285
24 25
26
27 28