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
451
$81K ﹤0.01%
189
452
$80.7K ﹤0.01%
975
453
$80.5K ﹤0.01%
5,372
454
$80.4K ﹤0.01%
931
455
$80.3K ﹤0.01%
728
456
$80.3K ﹤0.01%
180
-23
457
$80.1K ﹤0.01%
279
+9
458
$79.5K ﹤0.01%
3,240
-50
459
$78.4K ﹤0.01%
307
460
$77.3K ﹤0.01%
1,032
461
$77.1K ﹤0.01%
4,200
+1,700
462
$76.9K ﹤0.01%
519
+75
463
$76.8K ﹤0.01%
2,056
-90
464
$75.6K ﹤0.01%
5,400
465
$75.3K ﹤0.01%
2,207
466
$75.3K ﹤0.01%
2,000
467
$75.3K ﹤0.01%
224
468
$74.2K ﹤0.01%
1,500
+250
469
$73.7K ﹤0.01%
+10,092
470
$73.3K ﹤0.01%
549
471
$73.1K ﹤0.01%
+6,000
472
$72.5K ﹤0.01%
630
+500
473
$72.3K ﹤0.01%
872
+350
474
$72.2K ﹤0.01%
510
475
$70.7K ﹤0.01%
696
+100
17 18
19
20 21