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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
1151
– –
-461
1152
$0 ﹤0.01%
+25
1153
– –
0
1154
– –
-440
1155
$0 ﹤0.01%
37
1156
– –
-2,000
1157
$0 ﹤0.01%
100
1158
$0 ﹤0.01%
5
1159
– –
-463
1160
$0 ﹤0.01%
+12
1161
– –
0
1162
– –
-18,000
1163
$0 ﹤0.01%
5
1164
$0 ﹤0.01%
3
1165
$0 ﹤0.01%
8
1166
– –
-37
1167
$0 ﹤0.01%
5
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