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
$967M
AUM Growth
-$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1 +$2.27M
2 +$1.82M
3 +$1.73M
4
DY icon
Dycom Industries
DY
+$1.69M
5
DIS icon
Walt Disney
DIS
+$1.31M

Sector Composition

1 Technology 24.43%
2 Financials 11.97%
3 Consumer Discretionary 11.48%
4 Healthcare 11.17%
5 Consumer Staples 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
-3,499
727
-300
728
-328
729
$0 ﹤0.01%
11
730
$0 ﹤0.01%
8
731
-95
732
$0 ﹤0.01%
25
733
-26,000
734
-745
735
$0 ﹤0.01%
9