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
376
$182K 0.01%
6,221
+675
377
$182K 0.01%
959
-40
378
$179K 0.01%
5,281
-6,405
379
$179K 0.01%
2,539
380
$177K 0.01%
626
381
$176K 0.01%
3,330
382
$172K 0.01%
2,699
383
$171K 0.01%
18,000
384
$170K 0.01%
1,686
385
$167K 0.01%
1,352
386
$165K 0.01%
2,245
+840
387
$165K 0.01%
2,127
+12
388
$161K 0.01%
5,300
389
$155K ﹤0.01%
1,300
-53
390
$154K ﹤0.01%
7,000
+2,000
391
$153K ﹤0.01%
3,115
392
$153K ﹤0.01%
3,038
393
$153K ﹤0.01%
1,750
394
$152K ﹤0.01%
1,129
-43
395
$152K ﹤0.01%
425
-10
396
$152K ﹤0.01%
4,620
+4,200
397
$152K ﹤0.01%
1,042
-79
398
$150K ﹤0.01%
1,773
399
$148K ﹤0.01%
2,371
400
$147K ﹤0.01%
41,294
14 15
16
17 18