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
526
$67.2K ﹤0.01%
1,600
-60
527
$65.5K ﹤0.01%
2,580
-44
528
$64.8K ﹤0.01%
660
-127
529
$64.8K ﹤0.01%
1,256
-130
530
$64.7K ﹤0.01%
486
-110
531
$64.6K ﹤0.01%
397
-125
532
$64.6K ﹤0.01%
812
533
$64.6K ﹤0.01%
1,150
534
$64.5K ﹤0.01%
809
535
$64.2K ﹤0.01%
5,239
536
$63.5K ﹤0.01%
1,374
537
$63.3K ﹤0.01%
931
538
$63.3K ﹤0.01%
1,835
+1,773
539
$63.3K ﹤0.01%
286
540
$63.2K ﹤0.01%
237
-14
541
$62.8K ﹤0.01%
1,135
+1,060
542
$62.4K ﹤0.01%
549
-75
543
$61.6K ﹤0.01%
591
+73
544
$60.9K ﹤0.01%
887
545
$60.9K ﹤0.01%
4,047
546
$60.9K ﹤0.01%
888
547
$60.4K ﹤0.01%
320
548
$60.2K ﹤0.01%
118
549
$60.1K ﹤0.01%
250
550
$59.6K ﹤0.01%
555
-61
20 21
22
23 24