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
551
$58.9K ﹤0.01%
1,117
-300
552
$58.7K ﹤0.01%
6,000
-3,556
553
$58.7K ﹤0.01%
815
-26
554
$58.2K ﹤0.01%
531
+18
555
$57.8K ﹤0.01%
710
-450
556
$57.6K ﹤0.01%
630
+7
557
$57.5K ﹤0.01%
400
558
$57.1K ﹤0.01%
812
-272
559
$57K ﹤0.01%
300
560
$56.6K ﹤0.01%
463
561
$56.3K ﹤0.01%
323
+5
562
$56.1K ﹤0.01%
810
563
$55.7K ﹤0.01%
750
564
$55.1K ﹤0.01%
2,223
565
$55.1K ﹤0.01%
1,349
566
$54.9K ﹤0.01%
225
567
$54.6K ﹤0.01%
3,150
568
$54.6K ﹤0.01%
500
569
$54.5K ﹤0.01%
760
570
$53.8K ﹤0.01%
5,100
571
$53.7K ﹤0.01%
494
572
$53.6K ﹤0.01%
1,493
573
$53.6K ﹤0.01%
1,950
574
$53.3K ﹤0.01%
15,550
-63,250
575
$53.2K ﹤0.01%
1,002
21 22
23
24 25