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
651
$31.1K ﹤0.01%
657
-175
652
$30.9K ﹤0.01%
545
653
$30.8K ﹤0.01%
943
654
$30.8K ﹤0.01%
380
655
$30.7K ﹤0.01%
220
656
$30.5K ﹤0.01%
416
657
$30.5K ﹤0.01%
3,154
658
$30.4K ﹤0.01%
475
659
$30.4K ﹤0.01%
3,000
+1,000
660
$30.3K ﹤0.01%
220
-100
661
$30.3K ﹤0.01%
1,050
-2,100
662
$30K ﹤0.01%
600
663
$30K ﹤0.01%
145
664
$29.8K ﹤0.01%
631
665
$29.7K ﹤0.01%
301
666
$29.6K ﹤0.01%
346
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667
$29.6K ﹤0.01%
219
668
$29.3K ﹤0.01%
450
669
$29.3K ﹤0.01%
400
670
$29K ﹤0.01%
1,283
-1,585
671
$29K ﹤0.01%
171
+48
672
$28.8K ﹤0.01%
768
673
$28.5K ﹤0.01%
870
674
$28K ﹤0.01%
794
675
$28K ﹤0.01%
40
25 26
27
28 29