SIC
Salem Investment Counselors Portfolio holdings
AUM
$3.16B
1-Year Return
24.15%
This Quarter Return
+1.73%
1 Year Return
+24.15%
3 Year Return
+109.63%
5 Year Return
+182.24%
10 Year Return
+416.27%
AUM
$691M
AUM Growth
–
Cap. Flow
+$691M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
24.46%
Holding
266
New
266
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
PepsiCo
PEP
|
+$26.5M |
| 2 |
Apple
AAPL
|
+$20.4M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$19.2M |
| 4 |
Microsoft
MSFT
|
+$17M |
| 5 |
Johnson & Johnson
JNJ
|
+$16.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 14.64% |
| 2 | Technology | 13.24% |
| 3 | Healthcare | 10.99% |
| 4 | Energy | 10.52% |
| 5 | Financials | 9.73% |
