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
$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
651
$22K ﹤0.01%
700
-755
652
$21K ﹤0.01%
100
653
$21K ﹤0.01%
1,000
-224
654
$21K ﹤0.01%
250
655
$21K ﹤0.01%
225
656
$20K ﹤0.01%
110
657
$20K ﹤0.01%
282
658
$20K ﹤0.01%
1,665
659
$20K ﹤0.01%
2,000
660
$20K ﹤0.01%
750
661
$20K ﹤0.01%
534
662
$19K ﹤0.01%
231
-4,000
663
$19K ﹤0.01%
264
664
$19K ﹤0.01%
1,525
665
$19K ﹤0.01%
+20,500
666
$19K ﹤0.01%
1,082
667
$19K ﹤0.01%
140
+42
668
$19K ﹤0.01%
388
669
$19K ﹤0.01%
+522
670
$19K ﹤0.01%
3,037
671
$18K ﹤0.01%
445
672
$18K ﹤0.01%
1,200
673
$18K ﹤0.01%
501
674
$18K ﹤0.01%
310
675
$18K ﹤0.01%
+352
25 26
27
28 29