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
$979M
AUM Growth
+$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$4.45M
3
+$4.32M
4
EFX icon
Equifax
EFX
+$3.32M
5
FLR icon
Fluor
FLR
+$3.03M

Top Sells

1
+$3.44M
2
+$2.55M
3
+$2.39M
4
XOM icon
Exxon Mobil
XOM
+$2.05M
5
AMD icon
Advanced Micro Devices
AMD
+$1.97M

Sector Composition

1 Technology 21.97%
2 Financials 16.7%
3 Consumer Discretionary 13.01%
4 Healthcare 12.29%
5 Consumer Staples 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$168K 0.02%
13,000
202
$167K 0.02%
+1,108
203
$167K 0.02%
+9,098
204
$166K 0.02%
+5,000
205
$161K 0.02%
+2,923
206
$161K 0.02%
+465
207
$158K 0.02%
+4,000
208
$147K 0.02%
+19,100
209
$147K 0.02%
+1,350
210
$145K 0.01%
+4,893
211
$144K 0.01%
+566
212
$143K 0.01%
+691
213
$142K 0.01%
+8,241
214
$138K 0.01%
+3,076
215
$138K 0.01%
+1,750
216
$137K 0.01%
+1,528
217
$137K 0.01%
1,600
-6,550
218
$136K 0.01%
+3,700
219
$135K 0.01%
+6,275
220
$130K 0.01%
+5,319
221
$130K 0.01%
+1,022
222
$129K 0.01%
+2,121
223
$127K 0.01%
+1,866
224
$126K 0.01%
+1,275
225
$125K 0.01%
+883
7 8
9
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