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
901
$3K ﹤0.01%
+200
902
$3K ﹤0.01%
125
903
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31
904
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905
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39
906
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21
907
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-95
908
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52
+1
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13
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18
911
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912
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10
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100
915
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125
916
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35
+5
917
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2,000
918
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60
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39
-429
920
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25
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921
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24
-120
923
$2K ﹤0.01%
88
-1,044
924
$2K ﹤0.01%
50
925
$2K ﹤0.01%
100
-900
35 36
37
38 39