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
501
$77.3K ﹤0.01%
1,100
-250
502
$76.2K ﹤0.01%
342
-53
503
$76.2K ﹤0.01%
2,302
504
$75.7K ﹤0.01%
1,016
505
$75.4K ﹤0.01%
458
-1,589
506
$75.3K ﹤0.01%
3,760
507
$75.1K ﹤0.01%
581
-42
508
$74.9K ﹤0.01%
2,825
-225
509
$74.9K ﹤0.01%
848
510
$74.8K ﹤0.01%
507
+7
511
$74.7K ﹤0.01%
341
+8
512
$74.6K ﹤0.01%
500
-500
513
$74.3K ﹤0.01%
349
514
$74.2K ﹤0.01%
650
515
$73.7K ﹤0.01%
299
516
$73.5K ﹤0.01%
1,292
+100
517
$73.4K ﹤0.01%
2,361
518
$72.9K ﹤0.01%
1,350
+100
519
$72.6K ﹤0.01%
1,314
-144
520
$72.2K ﹤0.01%
2,150
-200
521
$71.9K ﹤0.01%
415
522
$71.7K ﹤0.01%
958
+135
523
$71.6K ﹤0.01%
408
524
$71.1K ﹤0.01%
566
-1
525
$70.6K ﹤0.01%
514
19 20
21
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