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
501
$59.2K ﹤0.01%
734
+185
502
$57.8K ﹤0.01%
463
-1,000
503
$57.8K ﹤0.01%
580
+7
504
$57.5K ﹤0.01%
3,760
505
$57.4K ﹤0.01%
496
506
$56.7K ﹤0.01%
1,900
507
$56.4K ﹤0.01%
385
-5
508
$56.3K ﹤0.01%
779
509
$56.2K ﹤0.01%
513
+17
510
$56.1K ﹤0.01%
194
+14
511
$54.4K ﹤0.01%
650
-125
512
$53.7K ﹤0.01%
1,415
513
$53.7K ﹤0.01%
374
514
$52.9K ﹤0.01%
558
515
$52.9K ﹤0.01%
675
516
$52.6K ﹤0.01%
930
-465
517
$52.4K ﹤0.01%
1,650
518
$52.4K ﹤0.01%
658
519
$51.9K ﹤0.01%
399
520
$51.7K ﹤0.01%
1,166
521
$51.7K ﹤0.01%
711
+63
522
$50.8K ﹤0.01%
502
523
$50.5K ﹤0.01%
700
524
$50.4K ﹤0.01%
1,614
525
$49.7K ﹤0.01%
2,385
-150
19 20
21
22 23