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SIC

Salem Investment Counselors Portfolio holdings

AUM $3.41B
1-Year Est. Return 31.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.19B
AUM Growth
-$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,167
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.52M
3
+$6.33M
4
CSCO icon
Cisco
CSCO
+$5.84M
5
LNC icon
Lincoln National
LNC
+$4.82M

Top Sells

1
+$7.66M
2
+$7.04M
3
+$5.92M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.7M
5
FDX icon
FedEx
FDX
+$2.92M

Sector Composition

1 Consumer Discretionary 33.75%
2 Technology 19.77%
3 Healthcare 9.27%
4 Financials 8.74%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$3K ﹤0.01%
51
927
$3K ﹤0.01%
72
+25
928
$3K ﹤0.01%
308
929
$3K ﹤0.01%
18
930
$3K ﹤0.01%
750
931
$3K ﹤0.01%
18
932
$3K ﹤0.01%
550
933
$3K ﹤0.01%
31
934
$3K ﹤0.01%
20
935
$3K ﹤0.01%
75
936
$3K ﹤0.01%
1,100
937
$3K ﹤0.01%
21
938
– –
0
939
$3K ﹤0.01%
18
-900
940
$3K ﹤0.01%
18
941
$3K ﹤0.01%
+302
942
$3K ﹤0.01%
35
943
$3K ﹤0.01%
50
944
$3K ﹤0.01%
69
945
$3K ﹤0.01%
75
946
$3K ﹤0.01%
300
947
$3K ﹤0.01%
50
948
$3K ﹤0.01%
77
949
$3K ﹤0.01%
+113
950
$3K ﹤0.01%
400
36 37
38
39 40