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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
$2.19B
AUM Growth
-$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,167
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$9.52M
3
+$6.33M
4
CSCO icon
Cisco
CSCO
+$5.84M
5
LNC icon
Lincoln National
LNC
+$4.82M

Top Sells

1
+$7.66M
2
+$7.04M
3
+$5.92M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.7M
5
FDX icon
FedEx
FDX
+$2.92M

Sector Composition

1 Consumer Discretionary 33.75%
2 Technology 19.77%
3 Healthcare 9.27%
4 Financials 8.74%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$0 ﹤0.01%
1
1127
$0 ﹤0.01%
+14
1128
$0 ﹤0.01%
8
1129
$0 ﹤0.01%
10
1130
$0 ﹤0.01%
17
1131
$0 ﹤0.01%
35
1132
$0 ﹤0.01%
50
1133
– –
-200
1134
– –
-54,375
1135
$0 ﹤0.01%
142
1136
$0 ﹤0.01%
3
1137
$0 ﹤0.01%
75
1138
$0 ﹤0.01%
175
1139
$0 ﹤0.01%
+50
1140
$0 ﹤0.01%
50
1141
$0 ﹤0.01%
5
1142
$0 ﹤0.01%
39
1143
$0 ﹤0.01%
59
1144
– –
-243
1145
– –
-3
1146
– –
-1,000
1147
– –
-125
1148
– –
-1,080
1149
$0 ﹤0.01%
1,000
1150
$0 ﹤0.01%
78
43 44 45
46
47