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
776
$14.9K ﹤0.01%
700
777
$14.8K ﹤0.01%
75
778
$14.8K ﹤0.01%
400
779
$14.8K ﹤0.01%
500
780
$14.7K ﹤0.01%
88
-486
781
$14.5K ﹤0.01%
60
782
$14.5K ﹤0.01%
50
-50
783
$14.5K ﹤0.01%
+1,600
784
$14.5K ﹤0.01%
300
785
$14.4K ﹤0.01%
500
786
$14.4K ﹤0.01%
300
787
$14.3K ﹤0.01%
416
788
$14.2K ﹤0.01%
152
789
$14.2K ﹤0.01%
285
790
$14.2K ﹤0.01%
255
791
$14.1K ﹤0.01%
225
792
$14.1K ﹤0.01%
228
793
$14K ﹤0.01%
621
794
$13.7K ﹤0.01%
215
795
$13.5K ﹤0.01%
+62
796
$13.4K ﹤0.01%
300
797
$13.4K ﹤0.01%
89
-100
798
$13.2K ﹤0.01%
136
799
$13.1K ﹤0.01%
110
800
$13.1K ﹤0.01%
32
30 31
32
33 34