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
426
$122K ﹤0.01%
1,350
427
$121K ﹤0.01%
1,200
428
$121K ﹤0.01%
1,384
429
$121K ﹤0.01%
1,400
430
$120K ﹤0.01%
1,094
431
$119K ﹤0.01%
11,000
432
$118K ﹤0.01%
1,883
+225
433
$118K ﹤0.01%
80,800
-36,000
434
$118K ﹤0.01%
230
435
$117K ﹤0.01%
2,641
436
$116K ﹤0.01%
520
-57
437
$114K ﹤0.01%
325
-5
438
$113K ﹤0.01%
1,407
+22
439
$113K ﹤0.01%
572
-143
440
$113K ﹤0.01%
2,000
441
$113K ﹤0.01%
650
-41
442
$112K ﹤0.01%
1,700
-28
443
$112K ﹤0.01%
265
444
$111K ﹤0.01%
1,170
-12
445
$111K ﹤0.01%
1,115
-160
446
$109K ﹤0.01%
234
447
$108K ﹤0.01%
12,470
-5,330
448
$108K ﹤0.01%
1,022
+180
449
$108K ﹤0.01%
3,831
450
$108K ﹤0.01%
1,541
-26
16 17
18
19 20