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
$3.1B
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,223
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$2.7M
3
+$2.45M
4
XOM icon
Exxon Mobil
XOM
+$2.28M
5
TERN
Terns Pharmaceuticals
TERN
+$2.25M

Top Sells

1
+$9.58M
2
+$3.66M
3
+$2.29M
4
AAPL icon
Apple
AAPL
+$2.05M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.83M

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
1176
– –
-500
1177
– –
-40
1178
– –
-152
1179
– –
-768
1180
– –
-14
1181
– –
0
1182
– –
-202
1183
– –
-86
1184
– –
-40
1185
– –
-500
1186
– –
-35
1187
– –
-600
1188
– –
-14
1189
– –
-300
1190
– –
-1,459
1191
– –
-75
1192
– –
-125
1193
– –
-100
1194
– –
-550
1195
– –
-200
1196
– –
-1
1197
– –
-83
1198
– –
-71
1199
– –
-279
1200
– –
-600
45 46 47
48
49