SIC

Salem Investment Counselors Portfolio holdings

AUM $3.54B
1-Year Est. Return 30.41%
This Quarter Est. Return
1 Year Est. Return
+30.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.16B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,276
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$7.86M
3
+$6.66M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$3.35M
5
CAT icon
Caterpillar
CAT
+$3.12M

Top Sells

1
+$16.7M
2
+$6.23M
3
+$5.3M
4
MRK icon
Merck
MRK
+$5.09M
5
NVDA icon
NVIDIA
NVDA
+$3.78M

Sector Composition

1 Technology 31.29%
2 Consumer Discretionary 18.22%
3 Financials 11.13%
4 Healthcare 8.68%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$832K 0.03%
2,422
-7
227
$830K 0.03%
20,409
-1,450
228
$827K 0.03%
9,000
-139
229
$814K 0.03%
10,406
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230
$806K 0.03%
3,505
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231
$803K 0.03%
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232
$800K 0.03%
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233
$787K 0.02%
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234
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235
$763K 0.02%
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236
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237
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239
$749K 0.02%
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240
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241
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8,896
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244
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245
$694K 0.02%
14,384
246
$685K 0.02%
4,122
247
$680K 0.02%
14,625
+1,425
248
$680K 0.02%
5,167
249
$671K 0.02%
5,400
250
$666K 0.02%
1,420
+16
8 9
10
11 12