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
$2.19B
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
951
$3K ﹤0.01%
31
952
$3K ﹤0.01%
20
953
$3K ﹤0.01%
75
954
$3K ﹤0.01%
1,100
955
$3K ﹤0.01%
21
956
$3K ﹤0.01%
4
957
$3K ﹤0.01%
18
-900
958
$3K ﹤0.01%
18
959
$3K ﹤0.01%
+302
960
$2K ﹤0.01%
100
961
$2K ﹤0.01%
80
962
$2K ﹤0.01%
100
963
$2K ﹤0.01%
60
964
$2K ﹤0.01%
50
965
$2K ﹤0.01%
100
+12
966
$2K ﹤0.01%
+158
967
$2K ﹤0.01%
65
-26
968
$2K ﹤0.01%
100
969
$2K ﹤0.01%
84
970
$2K ﹤0.01%
5
971
$2K ﹤0.01%
+24
972
$2K ﹤0.01%
24
973
$2K ﹤0.01%
32
-1
974
$2K ﹤0.01%
112
975
$2K ﹤0.01%
90
37 38
39
40 41