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
901
$5.95K ﹤0.01%
10
902
$5.86K ﹤0.01%
345
903
$5.85K ﹤0.01%
57
-38
904
$5.83K ﹤0.01%
110
905
$5.81K ﹤0.01%
175
906
$5.6K ﹤0.01%
115
907
$5.56K ﹤0.01%
49
908
$5.55K ﹤0.01%
300
909
$5.52K ﹤0.01%
3,324
910
$5.46K ﹤0.01%
96
911
$5.44K ﹤0.01%
35
912
$5.43K ﹤0.01%
146
+85
913
$5.42K ﹤0.01%
50
914
$5.4K ﹤0.01%
30
915
$5.37K ﹤0.01%
51
916
$5.36K ﹤0.01%
2,298
-600
917
$5.33K ﹤0.01%
1,500
918
$5.32K ﹤0.01%
283
919
$5.25K ﹤0.01%
125
-57
920
$5.24K ﹤0.01%
177
921
$5.24K ﹤0.01%
132
922
$5.22K ﹤0.01%
70
+3
923
$5.2K ﹤0.01%
111
924
$5.2K ﹤0.01%
38
925
$5.16K ﹤0.01%
119
-40
35 36
37
38 39