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
651
$1K ﹤0.01%
25
652
$1K ﹤0.01%
25
653
$1K ﹤0.01%
+166
654
$1K ﹤0.01%
+27
655
$1K ﹤0.01%
100
656
$1K ﹤0.01%
24
657
$1K ﹤0.01%
100
658
$1K ﹤0.01%
+274
659
$1K ﹤0.01%
4
660
$1K ﹤0.01%
51
-25
661
$1K ﹤0.01%
12
662
$1K ﹤0.01%
+200
663
$1K ﹤0.01%
72
664
$1K ﹤0.01%
50
665
$1K ﹤0.01%
30
666
$0 ﹤0.01%
6
667
$0 ﹤0.01%
+12
668
$0 ﹤0.01%
25
669
$0 ﹤0.01%
500
670
$0 ﹤0.01%
50
671
$0 ﹤0.01%
2
672
– –
-500
673
$0 ﹤0.01%
5
674
– –
-166
675
$0 ﹤0.01%
10
25 26
27
28 29