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
351
$180K 0.01%
10,018
-86
352
$180K 0.01%
980
353
$179K 0.01%
1,334
-6,571
354
$178K 0.01%
+1,790
355
$174K 0.01%
4,378
356
$174K 0.01%
488
357
$174K 0.01%
2,138
+635
358
$173K 0.01%
1,040
+40
359
$173K 0.01%
948
-68
360
$173K 0.01%
+3,387
361
$173K 0.01%
2,835
362
$169K 0.01%
607
+41
363
$168K 0.01%
+2,830
364
$166K 0.01%
3,540
+170
365
$164K 0.01%
645
-42
366
$164K 0.01%
2,851
+1,334
367
$158K 0.01%
3,975
-3,275
368
$155K 0.01%
1,008
369
$154K 0.01%
1,200
370
$152K 0.01%
1,670
-120
371
$151K 0.01%
1,966
372
$150K 0.01%
275
+12
373
$150K 0.01%
4,350
-975
374
$150K 0.01%
1,252
-320
375
$146K 0.01%
1,291
+1
13 14
15
16 17