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
$2.5B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,178
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$2.93M
3
+$2.78M
4
TSM icon
TSMC
TSM
+$2.63M
5
CAT icon
Caterpillar
CAT
+$2.54M

Top Sells

1
+$3.41M
2
+$3.38M
3
+$2.92M
4
FCNCA icon
First Citizens BancShares
FCNCA
+$2.28M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.85M

Sector Composition

1 Consumer Discretionary 34.99%
2 Technology 20.92%
3 Healthcare 8.38%
4 Financials 7.98%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$284K 0.01%
1,867
-42
302
$284K 0.01%
6,149
+786
303
$284K 0.01%
1,268
-448
304
$280K 0.01%
3,268
305
$272K 0.01%
1,280
-45
306
$268K 0.01%
5,932
-50
307
$268K 0.01%
2,740
308
$267K 0.01%
1,119
309
$265K 0.01%
1,596
-290
310
$258K 0.01%
6,810
-1,791
311
$255K 0.01%
1,825
312
$253K 0.01%
1,033
+500
313
$247K 0.01%
1,253
+48
314
$246K 0.01%
19,538
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315
$246K 0.01%
3,223
-1,660
316
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317
$242K 0.01%
4,956
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318
$239K 0.01%
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-25
319
$230K 0.01%
4,767
320
$230K 0.01%
2,458
321
$226K 0.01%
20,000
322
$225K 0.01%
1,425
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323
$224K 0.01%
8,975
+1,163
324
$217K 0.01%
2,059
325
$215K 0.01%
2,678
11 12
13
14 15