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
1076
$1.05K ﹤0.01%
5
1077
$1.04K ﹤0.01%
100
1078
$1.04K ﹤0.01%
21
1079
$1.03K ﹤0.01%
55
1080
$1.03K ﹤0.01%
25
1081
$1.01K ﹤0.01%
+66
1082
$1.01K ﹤0.01%
250
1083
$994 ﹤0.01%
5
1084
$975 ﹤0.01%
2
1085
$921 ﹤0.01%
25
1086
$914 ﹤0.01%
24
1087
$897 ﹤0.01%
3
1088
$881 ﹤0.01%
5
1089
$843 ﹤0.01%
84
1090
$827 ﹤0.01%
20
1091
$826 ﹤0.01%
14
1092
$824 ﹤0.01%
12
1093
$805 ﹤0.01%
9
1094
$796 ﹤0.01%
+8
1095
$787 ﹤0.01%
250
1096
$764 ﹤0.01%
15
1097
$763 ﹤0.01%
2
1098
$654 ﹤0.01%
6
1099
$649 ﹤0.01%
24
1100
$645 ﹤0.01%
60
42 43
44
45 46