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
326
$314K 0.01%
596
+3
327
$313K 0.01%
17,875
+1,000
328
$310K 0.01%
2,988
329
$289K 0.01%
2,295
330
$285K 0.01%
2,255
331
$284K 0.01%
6,668
332
$283K 0.01%
1,140
333
$279K 0.01%
2,364
-13
334
$271K 0.01%
1,293
335
$270K 0.01%
2,363
+38
336
$262K 0.01%
3,516
-45
337
$261K 0.01%
1,734
338
$258K 0.01%
6,800
339
$256K 0.01%
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340
$255K 0.01%
7,365
341
$252K 0.01%
1,015
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342
$252K 0.01%
21,467
-198
343
$249K 0.01%
3,662
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344
$248K 0.01%
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345
$242K 0.01%
7,422
+268
346
$240K 0.01%
1,798
-65
347
$239K 0.01%
2,421
-7
348
$238K 0.01%
2,170
349
$236K 0.01%
9,262
350
$234K 0.01%
745
12 13
14
15 16