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
401
$146K ﹤0.01%
2,841
-190
402
$145K ﹤0.01%
1,803
-336
403
$145K ﹤0.01%
587
404
$145K ﹤0.01%
555
405
$143K ﹤0.01%
2,666
406
$140K ﹤0.01%
3,371
407
$140K ﹤0.01%
22,417
408
$139K ﹤0.01%
2,816
+28
409
$139K ﹤0.01%
1,738
-15
410
$137K ﹤0.01%
655
-118
411
$137K ﹤0.01%
669
+101
412
$136K ﹤0.01%
1,077
-43
413
$135K ﹤0.01%
1,810
-47
414
$132K ﹤0.01%
896
415
$129K ﹤0.01%
786
-60
416
$129K ﹤0.01%
824
417
$126K ﹤0.01%
2,906
-37
418
$126K ﹤0.01%
180
-8
419
$125K ﹤0.01%
2,500
+1,150
420
$124K ﹤0.01%
403
421
$124K ﹤0.01%
1,413
-112
422
$124K ﹤0.01%
32,545
423
$123K ﹤0.01%
1,025
-45
424
$122K ﹤0.01%
2,500
425
$122K ﹤0.01%
116
+14
15 16
17
18 19