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
551
$43.6K ﹤0.01%
1,858
+38
552
$43.6K ﹤0.01%
1,818
553
$43.5K ﹤0.01%
1,159
+3
554
$43.4K ﹤0.01%
573
-1,000
555
$43.4K ﹤0.01%
357
556
$43.4K ﹤0.01%
684
+400
557
$43.3K ﹤0.01%
400
+200
558
$43.2K ﹤0.01%
297
559
$43K ﹤0.01%
400
560
$43K ﹤0.01%
459
561
$42.9K ﹤0.01%
953
+20
562
$42.3K ﹤0.01%
1,425
-1,675
563
$42.2K ﹤0.01%
1,909
564
$41.7K ﹤0.01%
668
565
$41.7K ﹤0.01%
750
566
$41.1K ﹤0.01%
1,979
567
$41K ﹤0.01%
1,000
-1,000
568
$41K ﹤0.01%
137
569
$40.6K ﹤0.01%
1,000
570
$40.5K ﹤0.01%
231
+23
571
$40K ﹤0.01%
496
572
$39.8K ﹤0.01%
125
573
$39K ﹤0.01%
1,468
574
$38.9K ﹤0.01%
2,100
575
$38.4K ﹤0.01%
260
21 22
23
24 25