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
601
$45.1K ﹤0.01%
715
602
$45.1K ﹤0.01%
1,246
603
$44.8K ﹤0.01%
160
604
$44.4K ﹤0.01%
870
-395
605
$44.3K ﹤0.01%
1,119
606
$44.2K ﹤0.01%
585
-33
607
$43.9K ﹤0.01%
400
608
$42.8K ﹤0.01%
3,003
609
$42.8K ﹤0.01%
625
610
$42.7K ﹤0.01%
155
611
$42.5K ﹤0.01%
1,525
612
$42.3K ﹤0.01%
+1,000
613
$42.1K ﹤0.01%
631
614
$41.6K ﹤0.01%
1,314
615
$41.5K ﹤0.01%
2,000
-577
616
$40.5K ﹤0.01%
638
+26
617
$40K ﹤0.01%
500
618
$39.7K ﹤0.01%
1,300
619
$39.6K ﹤0.01%
220
620
$39.5K ﹤0.01%
798
621
$39.1K ﹤0.01%
227
-33
622
$38.8K ﹤0.01%
289
623
$38.5K ﹤0.01%
125
624
$38.5K ﹤0.01%
450
625
$38.5K ﹤0.01%
550
23 24
25
26 27