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
476
$70.3K ﹤0.01%
223
-84
477
$68.9K ﹤0.01%
356
478
$68.1K ﹤0.01%
2,260
-351
479
$68K ﹤0.01%
733
+73
480
$67.9K ﹤0.01%
1,002
481
$67.8K ﹤0.01%
1,888
-300
482
$67.7K ﹤0.01%
1,830
-1,150
483
$67.4K ﹤0.01%
86,302
-1,250
484
$66.4K ﹤0.01%
2,841
+1,568
485
$65.6K ﹤0.01%
1,093
486
$65.3K ﹤0.01%
926
-10
487
$64.7K ﹤0.01%
2,000
488
$64K ﹤0.01%
1,100
489
$63.4K ﹤0.01%
257
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490
$62.8K ﹤0.01%
1,799
491
$62.5K ﹤0.01%
1,599
+200
492
$62.3K ﹤0.01%
1,134
493
$62.2K ﹤0.01%
93
-113
494
$62K ﹤0.01%
488
-360
495
$61.9K ﹤0.01%
21,510
496
$61.5K ﹤0.01%
25
497
$60.8K ﹤0.01%
581
498
$60.7K ﹤0.01%
201
499
$59.6K ﹤0.01%
283
500
$59.2K ﹤0.01%
4,166
18 19
20
21 22