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
451
$108K ﹤0.01%
1,556
452
$107K ﹤0.01%
645
453
$106K ﹤0.01%
1,032
454
$106K ﹤0.01%
1,167
455
$105K ﹤0.01%
994
456
$105K ﹤0.01%
460
457
$105K ﹤0.01%
20,186
458
$104K ﹤0.01%
1,019
-44
459
$101K ﹤0.01%
8,900
+8,588
460
$101K ﹤0.01%
600
461
$100K ﹤0.01%
9,259
+455
462
$99.3K ﹤0.01%
553
463
$98.6K ﹤0.01%
1,711
-140
464
$96.4K ﹤0.01%
612
465
$95.8K ﹤0.01%
1,970
466
$94.4K ﹤0.01%
1,810
467
$94.2K ﹤0.01%
1,119
468
$93.8K ﹤0.01%
1,100
469
$92.7K ﹤0.01%
1,348
470
$91.2K ﹤0.01%
2,348
471
$91.2K ﹤0.01%
1,760
-135
472
$89.7K ﹤0.01%
274
-18
473
$89.4K ﹤0.01%
931
-23
474
$88.8K ﹤0.01%
968
475
$88.8K ﹤0.01%
2,000
17 18
19
20 21