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
926
$5.14K ﹤0.01%
+21
927
$5.06K ﹤0.01%
200
928
$4.99K ﹤0.01%
+225
929
$4.82K ﹤0.01%
300
930
$4.77K ﹤0.01%
155
931
$4.74K ﹤0.01%
53
+3
932
$4.7K ﹤0.01%
210
933
$4.66K ﹤0.01%
116
-180
934
$4.59K ﹤0.01%
182
935
$4.55K ﹤0.01%
70
936
$4.55K ﹤0.01%
50
937
$4.51K ﹤0.01%
20
938
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237
939
$4.41K ﹤0.01%
100
940
$4.39K ﹤0.01%
14
941
$4.32K ﹤0.01%
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942
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943
$4.21K ﹤0.01%
20
944
$4.2K ﹤0.01%
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945
$4.16K ﹤0.01%
400
946
$4.12K ﹤0.01%
34
947
$4.12K ﹤0.01%
5
948
$4.05K ﹤0.01%
30
949
$4.01K ﹤0.01%
500
950
$3.99K ﹤0.01%
35
36 37
38
39 40