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
851
$9.07K ﹤0.01%
179
-593
852
$8.93K ﹤0.01%
132
853
$8.83K ﹤0.01%
100
854
$8.77K ﹤0.01%
317
-1,197
855
$8.76K ﹤0.01%
82
856
$8.59K ﹤0.01%
225
-25
857
$8.51K ﹤0.01%
870
858
$8.5K ﹤0.01%
787
859
$8.43K ﹤0.01%
183
860
$8.2K ﹤0.01%
4,000
861
$8.2K ﹤0.01%
500
862
$8.19K ﹤0.01%
+100
863
$8K ﹤0.01%
200
864
$7.97K ﹤0.01%
79
865
$7.92K ﹤0.01%
2
866
$7.81K ﹤0.01%
409
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$7.65K ﹤0.01%
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$7.57K ﹤0.01%
10
869
$7.47K ﹤0.01%
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870
$7.31K ﹤0.01%
+300
871
$7.23K ﹤0.01%
15
872
$7.2K ﹤0.01%
150
873
$7.13K ﹤0.01%
463
874
$7.12K ﹤0.01%
19
875
$7.09K ﹤0.01%
100
33 34
35
36 37