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
876
$4K ﹤0.01%
75
877
$4K ﹤0.01%
22
+5
878
$4K ﹤0.01%
170
879
$4K ﹤0.01%
270
880
$4K ﹤0.01%
39
881
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200
-1,000
882
$4K ﹤0.01%
150
883
$3K ﹤0.01%
80
884
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100
885
$3K ﹤0.01%
35
886
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75
887
$3K ﹤0.01%
62
888
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15
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890
$3K ﹤0.01%
33
891
$3K ﹤0.01%
112
892
$3K ﹤0.01%
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893
$3K ﹤0.01%
100
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895
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$3K ﹤0.01%
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$3K ﹤0.01%
182
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$3K ﹤0.01%
14
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$3K ﹤0.01%
308
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900
$3K ﹤0.01%
18
-192
34 35
36
37 38