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
$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
701
$16K ﹤0.01%
134
702
$16K ﹤0.01%
275
703
$16K ﹤0.01%
250
704
$16K ﹤0.01%
155
705
$16K ﹤0.01%
228
706
$16K ﹤0.01%
629
707
$16K ﹤0.01%
470
708
$16K ﹤0.01%
230
+191
709
$16K ﹤0.01%
+560
710
$16K ﹤0.01%
6,625
-106
711
$16K ﹤0.01%
+310
712
$15K ﹤0.01%
5,000
713
$15K ﹤0.01%
220
714
$15K ﹤0.01%
500
715
$15K ﹤0.01%
850
716
$15K ﹤0.01%
+452
717
$15K ﹤0.01%
415
718
$15K ﹤0.01%
+208
719
$14K ﹤0.01%
480
+479
720
$14K ﹤0.01%
53
-20
721
$14K ﹤0.01%
400
722
$14K ﹤0.01%
+107
723
$14K ﹤0.01%
500
724
$14K ﹤0.01%
248
725
$14K ﹤0.01%
310
27 28
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