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
726
$18.9K ﹤0.01%
18
727
$18.9K ﹤0.01%
280
728
$18.8K ﹤0.01%
134
729
$18.7K ﹤0.01%
144
730
$18.6K ﹤0.01%
550
731
$18.5K ﹤0.01%
1,665
732
$18.4K ﹤0.01%
301
733
$18.4K ﹤0.01%
300
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$18.3K ﹤0.01%
121
735
$18.3K ﹤0.01%
60
736
$18.3K ﹤0.01%
219
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$18K ﹤0.01%
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$17.9K ﹤0.01%
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$17.6K ﹤0.01%
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$17.5K ﹤0.01%
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$17.1K ﹤0.01%
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746
$16.9K ﹤0.01%
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748
$16.8K ﹤0.01%
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$16.7K ﹤0.01%
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750
$16.7K ﹤0.01%
588
+3