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
$7.66M
AUM Growth
-$826M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1 +$79K
2 +$30.3K
3 +$25K
4
CSCO icon
Cisco
CSCO
+$21.7K
5
PFE icon
Pfizer
PFE
+$17.4K

Top Sells

1 +$17.5M
2 +$10.1M
3 +$7.96M
4
TM icon
Toyota
TM
+$5.31M
5
EMC
EMC CORPORATION
EMC
+$3.41M

Sector Composition

1 Technology 16.39%
2 Consumer Staples 14.01%
3 Healthcare 13.14%
4 Financials 9.57%
5 Industrials 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$2.48K 0.03%
24,390
-2,100
202
$2.45K 0.03%
6,292
-2,300
203
$2.44K 0.03%
13,200
204
$2.38K 0.03%
1,300
205
$2.37K 0.03%
11,800
206
$2.32K 0.03%
13,100
-24,800
207
$2.19K 0.03%
1,683
-40
208
$2.17K 0.03%
4,560
-60
209
$2.1K 0.03%
+3,575
210
$2.04K 0.03%
+6,700
211
$1.98K 0.03%
4,200
212
$1.95K 0.03%
4,085
-165
213
$1.91K 0.03%
+2,595
214
$1.91K 0.02%
21,150
+1,175
215
$1.88K 0.02%
+1,400
216
$1.88K 0.02%
+2,789
217
$1.82K 0.02%
+5,450
218
$1.81K 0.02%
+2,825
219
$1.8K 0.02%
+2,900
220
$1.76K 0.02%
+822
221
$1.72K 0.02%
1,926
-5,676
222
$1.72K 0.02%
3,650
-1,625
223
$1.72K 0.02%
+2,352
224
$1.66K 0.02%
+2,533
225
$1.65K 0.02%
+2,041