SIC

Salem Investment Counselors Portfolio holdings

AUM $3.54B
1-Year Est. Return 30.41%
This Quarter Est. Return
1 Year Est. Return
+30.41%
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
+$9.74M
2
+$8.89M
3
+$5.81M
4
CSCO icon
Cisco
CSCO
+$5.2M
5
LNC icon
Lincoln National
LNC
+$3.95M

Top Sells

1
+$6.68M
2
+$6.46M
3
+$5.15M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.7M
5
FDX icon
FedEx
FDX
+$3.11M

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%
72
+25
927
$3K ﹤0.01%
308
928
$3K ﹤0.01%
18
929
$3K ﹤0.01%
750
930
$3K ﹤0.01%
18
931
$3K ﹤0.01%
550
932
$3K ﹤0.01%
31
933
$3K ﹤0.01%
20
934
$3K ﹤0.01%
75
935
$3K ﹤0.01%
1,100
936
$3K ﹤0.01%
21
937
– –
0
938
$3K ﹤0.01%
18
-900
939
$3K ﹤0.01%
35
940
$3K ﹤0.01%
50
941
$3K ﹤0.01%
69
942
$3K ﹤0.01%
75
943
$3K ﹤0.01%
90
-2,010
944
$3K ﹤0.01%
500
945
$3K ﹤0.01%
100
946
$3K ﹤0.01%
+45
947
$3K ﹤0.01%
316
-500
948
$3K ﹤0.01%
80
949
$3K ﹤0.01%
182
950
$3K ﹤0.01%
254
36 37
38
39 40