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
$856M
AUM Growth
-$6.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1 +$9.05M
2 +$7.24M
3 +$2.16M
4
FLR icon
Fluor
FLR
+$1.91M
5
NFLX icon
Netflix
NFLX
+$1.75M

Top Sells

1 +$6.74M
2 +$5.99M
3 +$4.88M
4
CSCO icon
Cisco
CSCO
+$4.48M
5
MSFT icon
Microsoft
MSFT
+$3.35M

Sector Composition

1 Financials 17.18%
2 Technology 17%
3 Healthcare 13.74%
4 Consumer Discretionary 11.81%
5 Consumer Staples 11.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
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712
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718
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719
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720
-1,000
721
-25,000