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
1001
$2.49K ﹤0.01%
50
1002
$2.47K ﹤0.01%
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1003
$2.46K ﹤0.01%
41
-76
1004
$2.44K ﹤0.01%
18
1005
$2.38K ﹤0.01%
41
-100
1006
$2.34K ﹤0.01%
75
1007
$2.32K ﹤0.01%
21
1008
$2.26K ﹤0.01%
36
1009
$2.21K ﹤0.01%
48
1010
$2.21K ﹤0.01%
129
1011
$2.2K ﹤0.01%
75
1012
$2.19K ﹤0.01%
81
1013
$2.19K ﹤0.01%
218
1014
$2.16K ﹤0.01%
75
1015
$2.15K ﹤0.01%
72
1016
$2.14K ﹤0.01%
36
1017
$2.06K ﹤0.01%
64
1018
$2.06K ﹤0.01%
56
1019
$2.04K ﹤0.01%
14
1020
$2.03K ﹤0.01%
635
1021
$2.02K ﹤0.01%
40
-10
1022
$2.02K ﹤0.01%
49
1023
$2.01K ﹤0.01%
17
-144
1024
$1.99K ﹤0.01%
23
1025
$1.98K ﹤0.01%
45
39 40
41
42 43