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
251
$664K 0.02%
7,454
+14
252
$660K 0.02%
19,099
+637
253
$649K 0.02%
5,362
-85
254
$639K 0.02%
1,254
+1
255
$636K 0.02%
12,457
+7,767
256
$633K 0.02%
3,000
257
$632K 0.02%
608
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258
$622K 0.02%
13,488
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259
$617K 0.02%
8,080
260
$617K 0.02%
13,275
+4,300
261
$591K 0.02%
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262
$590K 0.02%
15,558
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263
$584K 0.02%
1,916
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264
$583K 0.02%
44,555
+14,700
265
$581K 0.02%
20,243
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266
$572K 0.02%
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267
$558K 0.02%
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268
$555K 0.02%
5,079
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269
$550K 0.02%
7,337
270
$549K 0.02%
47,810
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271
$535K 0.02%
1,000
272
$521K 0.02%
6,000
273
$517K 0.02%
37,225
274
$510K 0.02%
1,311
275
$503K 0.02%
34,486
9 10
11
12 13