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
1051
$1.4K ﹤0.01%
46
1052
$1.4K ﹤0.01%
314
+9
1053
$1.4K ﹤0.01%
33
1054
$1.37K ﹤0.01%
14
1055
$1.34K ﹤0.01%
300
1056
$1.34K ﹤0.01%
124
1057
$1.33K ﹤0.01%
36
1058
$1.29K ﹤0.01%
3
1059
$1.26K ﹤0.01%
60
-400
1060
$1.24K ﹤0.01%
200
1061
$1.22K ﹤0.01%
17
1062
$1.22K ﹤0.01%
30
1063
$1.16K ﹤0.01%
45
1064
$1.15K ﹤0.01%
50
1065
$1.14K ﹤0.01%
16
1066
$1.14K ﹤0.01%
45
1067
$1.13K ﹤0.01%
50
1068
$1.12K ﹤0.01%
50
1069
$1.12K ﹤0.01%
1,100
1070
$1.12K ﹤0.01%
25
1071
$1.11K ﹤0.01%
61
-2
1072
$1.09K ﹤0.01%
15
1073
$1.08K ﹤0.01%
32
1074
$1.07K ﹤0.01%
87
1075
$1.06K ﹤0.01%
41
41 42
43
44 45