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
301
$377K 0.01%
2,780
-29
302
$376K 0.01%
752
+285
303
$372K 0.01%
8,800
304
$372K 0.01%
59,600
-4,900
305
$371K 0.01%
2,153
306
$370K 0.01%
2,413
307
$366K 0.01%
6,988
-20
308
$362K 0.01%
185
309
$361K 0.01%
11,776
-2,343
310
$360K 0.01%
1,298
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311
$356K 0.01%
8,131
-800
312
$355K 0.01%
1,316
313
$355K 0.01%
3,215
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314
$349K 0.01%
1,911
315
$346K 0.01%
4,176
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316
$345K 0.01%
687
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317
$330K 0.01%
13,443
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318
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10,600
319
$329K 0.01%
5,817
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320
$327K 0.01%
1,092
321
$326K 0.01%
445
322
$325K 0.01%
36,411
-3,911
323
$323K 0.01%
3,592
-475
324
$318K 0.01%
11,215
325
$314K 0.01%
1,253
+45
11 12
13
14 15