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
876
$6.98K ﹤0.01%
825
877
$6.91K ﹤0.01%
150
878
$6.87K ﹤0.01%
132
879
$6.83K ﹤0.01%
3,037
880
$6.81K ﹤0.01%
+300
881
$6.66K ﹤0.01%
248
882
$6.63K ﹤0.01%
204
883
$6.62K ﹤0.01%
240
-800
884
$6.57K ﹤0.01%
60
885
$6.52K ﹤0.01%
171
886
$6.43K ﹤0.01%
+1,020
887
$6.42K ﹤0.01%
257
888
$6.38K ﹤0.01%
35
889
$6.33K ﹤0.01%
450
890
$6.31K ﹤0.01%
118
891
$6.28K ﹤0.01%
105
892
$6.23K ﹤0.01%
250
893
$6.21K ﹤0.01%
+45
894
$6.17K ﹤0.01%
59
895
$6.13K ﹤0.01%
123
896
$6.12K ﹤0.01%
400
897
$6.1K ﹤0.01%
323
898
$6.04K ﹤0.01%
27
899
$6.03K ﹤0.01%
148
900
$5.98K ﹤0.01%
80
34 35
36
37 38