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
476
$88.4K ﹤0.01%
424
477
$87.6K ﹤0.01%
2,000
478
$86.6K ﹤0.01%
2,709
479
$86.5K ﹤0.01%
1,388
-100
480
$86.3K ﹤0.01%
438
481
$85.9K ﹤0.01%
2,225
482
$85.8K ﹤0.01%
1,975
483
$85.1K ﹤0.01%
1,750
484
$83.5K ﹤0.01%
150
-42
485
$83.1K ﹤0.01%
348
486
$82.6K ﹤0.01%
1,321
487
$82.5K ﹤0.01%
6,000
488
$82.4K ﹤0.01%
864
+48
489
$81.6K ﹤0.01%
3,434
490
$81.6K ﹤0.01%
+2,000
491
$81.4K ﹤0.01%
1,025
-21
492
$81K ﹤0.01%
1,512
493
$80.7K ﹤0.01%
700
+100
494
$80.5K ﹤0.01%
2,699
495
$80.3K ﹤0.01%
+1,500
496
$79.5K ﹤0.01%
1,000
497
$79.4K ﹤0.01%
1,416
498
$78.9K ﹤0.01%
875
499
$78K ﹤0.01%
2,946
500
$77.9K ﹤0.01%
665
18 19
20
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