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
676
$28K ﹤0.01%
1,076
+174
677
$28K ﹤0.01%
+1,250
678
$27.2K ﹤0.01%
1,300
679
$26.7K ﹤0.01%
231
-72
680
$26.7K ﹤0.01%
279
681
$26.6K ﹤0.01%
200
682
$26.6K ﹤0.01%
391
683
$26.3K ﹤0.01%
437
-602
684
$26.2K ﹤0.01%
+246
685
$25.9K ﹤0.01%
400
686
$25.8K ﹤0.01%
137
687
$25.7K ﹤0.01%
426
688
$25.7K ﹤0.01%
169
-269
689
$25.5K ﹤0.01%
+431
690
$25.2K ﹤0.01%
300
-50
691
$25.2K ﹤0.01%
421
692
$25.2K ﹤0.01%
245
693
$25K ﹤0.01%
310
694
$25K ﹤0.01%
276
695
$24.7K ﹤0.01%
433
-500
696
$24.3K ﹤0.01%
205
-10
697
$24.3K ﹤0.01%
285
+50
698
$24.1K ﹤0.01%
231
699
$23.9K ﹤0.01%
250
700
$23.7K ﹤0.01%
282
26 27
28
29 30