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
651
$1K ﹤0.01%
72
652
$1K ﹤0.01%
50
653
$1K ﹤0.01%
30
654
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38
655
$1K ﹤0.01%
300
656
$1K ﹤0.01%
+10
657
$1K ﹤0.01%
+16
658
$1K ﹤0.01%
+23
659
$1K ﹤0.01%
25
660
$1K ﹤0.01%
25
661
$1K ﹤0.01%
+166
662
$1K ﹤0.01%
+27
663
$1K ﹤0.01%
100
664
$1K ﹤0.01%
24
665
$1K ﹤0.01%
100
666
$0 ﹤0.01%
11
-31
667
$0 ﹤0.01%
11
668
– –
-685
669
$0 ﹤0.01%
5
670
– –
-144
671
– –
-356
672
– –
-3,200
673
– –
-22
674
$0 ﹤0.01%
6
675
$0 ﹤0.01%
25
25 26
27
28 29