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
976
$3.13K ﹤0.01%
31
977
$3.08K ﹤0.01%
52
-10
978
$3.07K ﹤0.01%
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979
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49
980
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81
981
$3.02K ﹤0.01%
100
982
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+34
983
$2.95K ﹤0.01%
16
984
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985
$2.94K ﹤0.01%
13
986
$2.93K ﹤0.01%
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987
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21
988
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38
989
$2.81K ﹤0.01%
14
990
$2.81K ﹤0.01%
66
991
$2.79K ﹤0.01%
48
-25
992
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+50
993
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285
994
$2.75K ﹤0.01%
10
995
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11
996
$2.68K ﹤0.01%
47
997
$2.58K ﹤0.01%
2,932
998
$2.56K ﹤0.01%
905
999
$2.56K ﹤0.01%
33
1000
$2.54K ﹤0.01%
200
-200
38 39
40
41 42