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
751
$16.5K ﹤0.01%
440
752
$16.4K ﹤0.01%
501
753
$16.4K ﹤0.01%
286
-85
754
$16.2K ﹤0.01%
794
755
$16.2K ﹤0.01%
161
756
$16.2K ﹤0.01%
550
-200
757
$16.2K ﹤0.01%
418
758
$16.1K ﹤0.01%
122
-128
759
$16.1K ﹤0.01%
232
760
$16K ﹤0.01%
200
761
$15.8K ﹤0.01%
415
762
$15.6K ﹤0.01%
75
763
$15.6K ﹤0.01%
107
764
$15.6K ﹤0.01%
600
765
$15.5K ﹤0.01%
850
+300
766
$15.4K ﹤0.01%
565
+29
767
$15.4K ﹤0.01%
250
768
$15.4K ﹤0.01%
1,082
769
$15.3K ﹤0.01%
168
770
$15.2K ﹤0.01%
+600
771
$15.2K ﹤0.01%
115
+100
772
$15.2K ﹤0.01%
3,075
773
$15.1K ﹤0.01%
61
774
$15K ﹤0.01%
2,000
775
$14.9K ﹤0.01%
1,114
29 30
31
32 33