We are live on ! Find out more
SIC

Salem Investment Counselors Portfolio holdings

AUM $3.41B
1-Year Est. Return 31.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.55B
AUM Growth
-$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,167
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$3.58M
3
+$2.59M
4
TROW icon
T. Rowe Price
TROW
+$2.29M
5
UNH icon
UnitedHealth
UNH
+$2.08M

Top Sells

1
+$3.56M
2
+$2.91M
3
+$2.84M
4
AAPL icon
Apple
AAPL
+$2.73M
5
ABBV icon
AbbVie
ABBV
+$2.44M

Sector Composition

1 Consumer Discretionary 34.19%
2 Technology 21.21%
3 Financials 8.92%
4 Healthcare 7.97%
5 Communication Services 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$0 ﹤0.01%
7
-89
1052
– –
-315
1053
$0 ﹤0.01%
+2
1054
$0 ﹤0.01%
1
-250
1055
– –
-75,811
1056
– –
-200
1057
– –
-19,513
1058
$0 ﹤0.01%
3
1059
$0 ﹤0.01%
10
1060
– –
-222
1061
$0 ﹤0.01%
+5
1062
– –
-100
1063
– –
-70
1064
– –
-5,000
1065
– –
-200
1066
$0 ﹤0.01%
3
1067
– –
-2,489
1068
– –
-300
1069
– –
-104
1070
– –
-70
1071
– –
-14,519
1072
– –
-34,258
1073
$0 ﹤0.01%
167
1074
$0 ﹤0.01%
8
-8
1075
– –
-3,677
41 42
43
44 45