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
$2.55B
AUM Growth
-$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,167
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$3.4M
3
+$2.58M
4
TROW icon
T. Rowe Price
TROW
+$2.24M
5
UNH icon
UnitedHealth
UNH
+$2.2M

Top Sells

1
+$3.69M
2
+$3.03M
3
+$2.84M
4
BTI icon
British American Tobacco
BTI
+$2.84M
5
ABBV icon
AbbVie
ABBV
+$2.72M

Sector Composition

1 Consumer Discretionary 34.19%
2 Technology 21.21%
3 Financials 8.92%
4 Healthcare 7.97%
5 Communication Services 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$6K ﹤0.01%
148
827
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1,750
828
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150
829
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440
830
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+68
831
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283
832
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500
833
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100
834
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835
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836
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1,100
837
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+100
838
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500
839
$5K ﹤0.01%
106
-1,134
840
$5K ﹤0.01%
+100
841
$5K ﹤0.01%
50
842
$5K ﹤0.01%
210
843
$5K ﹤0.01%
35
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844
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12
845
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400
846
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80
847
$5K ﹤0.01%
+11
848
$5K ﹤0.01%
150
849
$5K ﹤0.01%
750
850
$5K ﹤0.01%
550
-180
32 33
34
35 36