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
951
$3.91K ﹤0.01%
191
952
$3.9K ﹤0.01%
55
953
$3.89K ﹤0.01%
15
954
$3.78K ﹤0.01%
1,454
955
$3.75K ﹤0.01%
+40
956
$3.75K ﹤0.01%
97
957
$3.73K ﹤0.01%
51
958
$3.72K ﹤0.01%
3,000
959
$3.67K ﹤0.01%
35
-15
960
$3.65K ﹤0.01%
22
961
$3.63K ﹤0.01%
325
962
$3.63K ﹤0.01%
+100
963
$3.6K ﹤0.01%
34
964
$3.6K ﹤0.01%
139
-6
965
$3.57K ﹤0.01%
200
966
$3.52K ﹤0.01%
100
-100
967
$3.5K ﹤0.01%
+100
968
$3.45K ﹤0.01%
131
-15
969
$3.44K ﹤0.01%
52
970
$3.41K ﹤0.01%
60
971
$3.41K ﹤0.01%
142
972
$3.4K ﹤0.01%
275
973
$3.35K ﹤0.01%
+300
974
$3.33K ﹤0.01%
81
975
$3.17K ﹤0.01%
220
37 38
39
40 41