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
576
$53K ﹤0.01%
779
577
$52.5K ﹤0.01%
179
-8
578
$52.5K ﹤0.01%
450
-2,480
579
$52.5K ﹤0.01%
14,664
580
$51.5K ﹤0.01%
1,979
581
$51.4K ﹤0.01%
+1,500
582
$51.4K ﹤0.01%
165
-9
583
$51.3K ﹤0.01%
2,498
584
$51K ﹤0.01%
505
-57
585
$50.8K ﹤0.01%
1,135
586
$50.6K ﹤0.01%
500
587
$49.2K ﹤0.01%
2,523
+150
588
$49.1K ﹤0.01%
100
589
$49K ﹤0.01%
1,000
590
$48.4K ﹤0.01%
357
591
$48.2K ﹤0.01%
2,076
+72
592
$48K ﹤0.01%
1,122
593
$47.7K ﹤0.01%
685
594
$47.6K ﹤0.01%
1,650
595
$47K ﹤0.01%
324
596
$46.1K ﹤0.01%
1,610
-608
597
$45.7K ﹤0.01%
150
598
$45.5K ﹤0.01%
232
-2,093
599
$45.4K ﹤0.01%
280
600
$45.1K ﹤0.01%
2,700
+1,300
22 23
24
25 26