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
526
$49.6K ﹤0.01%
443
+375
527
$49.4K ﹤0.01%
675
528
$49.3K ﹤0.01%
1,380
-1,285
529
$49K ﹤0.01%
522
-15
530
$47.8K ﹤0.01%
1,950
531
$47.7K ﹤0.01%
1,606
532
$46.6K ﹤0.01%
195
533
$46.4K ﹤0.01%
948
534
$46.3K ﹤0.01%
755
535
$46.3K ﹤0.01%
1,944
536
$45.7K ﹤0.01%
1,493
537
$45.6K ﹤0.01%
600
538
$45.5K ﹤0.01%
349
539
$45.1K ﹤0.01%
1,250
-103
540
$45K ﹤0.01%
264
541
$44.7K ﹤0.01%
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542
$44.6K ﹤0.01%
3,708
543
$44.6K ﹤0.01%
881
+507
544
$44.6K ﹤0.01%
904
545
$44.5K ﹤0.01%
505
-400
546
$44.4K ﹤0.01%
500
547
$44.2K ﹤0.01%
500
-450
548
$44K ﹤0.01%
710
549
$43.6K ﹤0.01%
5,239
550
$43.6K ﹤0.01%
530
20 21
22
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