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
351
$232K 0.01%
+21,088
352
$232K 0.01%
1,670
353
$228K 0.01%
1,126
354
$227K 0.01%
8,841
355
$226K 0.01%
1,028
-70
356
$225K 0.01%
8,118
-50
357
$220K 0.01%
494
+174
358
$218K 0.01%
761
-52
359
$216K 0.01%
653
+284
360
$215K 0.01%
1,550
-780
361
$214K 0.01%
5,578
362
$212K 0.01%
794
-25
363
$212K 0.01%
729
+51
364
$208K 0.01%
6,676
+10
365
$201K 0.01%
12,500
366
$200K 0.01%
5,100
367
$199K 0.01%
3,181
-15
368
$197K 0.01%
905
369
$197K 0.01%
1,075
-50
370
$195K 0.01%
9,135
371
$195K 0.01%
1,300
+1
372
$187K 0.01%
5,300
373
$187K 0.01%
15,000
374
$186K 0.01%
5,465
375
$182K 0.01%
6,868
13 14
15
16 17