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
676
$18K ﹤0.01%
+1,184
677
$18K ﹤0.01%
60
678
$18K ﹤0.01%
558
-213
679
$18K ﹤0.01%
100
680
$18K ﹤0.01%
4,813
681
$18K ﹤0.01%
46
682
$18K ﹤0.01%
603
683
$18K ﹤0.01%
337
+168
684
$18K ﹤0.01%
1,100
+100
685
$17K ﹤0.01%
20
686
$17K ﹤0.01%
+578
687
$17K ﹤0.01%
1,200
688
$17K ﹤0.01%
+98
689
$17K ﹤0.01%
867
+584
690
$17K ﹤0.01%
168
691
$17K ﹤0.01%
30
692
$17K ﹤0.01%
500
693
$17K ﹤0.01%
311
+60
694
$17K ﹤0.01%
340
+160
695
$17K ﹤0.01%
207
696
$16K ﹤0.01%
6,625
-106
697
$16K ﹤0.01%
+560
698
$16K ﹤0.01%
230
+191
699
$16K ﹤0.01%
470
700
$16K ﹤0.01%
629
26 27
28
29 30