SIC
Salem Investment Counselors Portfolio holdings
AUM $3.16B
1-Year Return
24.15%
This Quarter Return
+3.9%
1 Year Return
+24.15%
3 Year Return
+109.63%
5 Year Return
+182.24%
10 Year Return
+416.27%
AUM
$1.08B
AUM Growth
+$106M
(+11%)
Cap. Flow
+$116M
Cap. Flow
% of AUM
10.7%
Top 10 Holdings %
Top 10 Hldgs %
31.67%
Holding
739
New
290
Increased
74
Reduced
151
Closed
59
Top Buys
| 1 |
Schwab US Mid-Cap ETF
SCHM
|
+$13.8M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$7.89M |
| 3 |
Dycom Industries
DY
|
+$7.7M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$7.36M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$7.09M |
Top Sells
| 1 |
Valley National Bancorp
VLY
|
+$4.93M |
| 2 |
Fluor
FLR
|
+$3.86M |
| 3 |
Charles Schwab
SCHW
|
+$3.65M |
| 4 |
Equifax
EFX
|
+$3.35M |
| 5 |
Microsoft
MSFT
|
+$3.33M |
Sector Composition
| 1 | Technology | 19.79% |
| 2 | Financials | 14.15% |
| 3 | Healthcare | 11.15% |
| 4 | Consumer Discretionary | 10.76% |
| 5 | Consumer Staples | 9.75% |