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
701
$23.6K ﹤0.01%
500
702
$23.4K ﹤0.01%
+120
703
$23.3K ﹤0.01%
554
+525
704
$23.1K ﹤0.01%
155
705
$22.8K ﹤0.01%
1,200
706
$22.8K ﹤0.01%
124
707
$22.6K ﹤0.01%
357
708
$22.5K ﹤0.01%
725
709
$22.4K ﹤0.01%
147
+42
710
$22.1K ﹤0.01%
1,247
711
$22.1K ﹤0.01%
197
-122
712
$21.6K ﹤0.01%
2,611
-350
713
$21.3K ﹤0.01%
1,200
714
$21.1K ﹤0.01%
6,000
715
$21K ﹤0.01%
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$21K ﹤0.01%
298
717
$20.8K ﹤0.01%
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-139
718
$20.7K ﹤0.01%
2,975
719
$20.2K ﹤0.01%
500
720
$20.1K ﹤0.01%
1,460
721
$20K ﹤0.01%
3,509
+15
722
$19.8K ﹤0.01%
216
-61
723
$19.4K ﹤0.01%
310
724
$19.3K ﹤0.01%
897
725
$19.1K ﹤0.01%
400
27 28
29
30 31