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
976
$2K ﹤0.01%
+64
977
$2K ﹤0.01%
100
978
$2K ﹤0.01%
+50
979
$2K ﹤0.01%
50
980
$2K ﹤0.01%
31
981
$2K ﹤0.01%
32
982
$2K ﹤0.01%
20
+15
983
$2K ﹤0.01%
30
-75
984
$2K ﹤0.01%
+16
985
$2K ﹤0.01%
+73
986
$2K ﹤0.01%
14
987
$2K ﹤0.01%
+20
988
$2K ﹤0.01%
200
989
$2K ﹤0.01%
48
990
$2K ﹤0.01%
+65
991
$2K ﹤0.01%
75
992
$2K ﹤0.01%
22
993
$2K ﹤0.01%
170
994
$2K ﹤0.01%
80
995
$2K ﹤0.01%
29
-141
996
$2K ﹤0.01%
12
997
$2K ﹤0.01%
25
-58
998
$2K ﹤0.01%
350
999
$2K ﹤0.01%
36
1000
$2K ﹤0.01%
53
+1
38 39
40
41 42