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
626
$38.3K ﹤0.01%
500
627
$38.1K ﹤0.01%
426
628
$38K ﹤0.01%
375
629
$38K ﹤0.01%
943
630
$37.8K ﹤0.01%
40
631
$37.7K ﹤0.01%
1,964
632
$37.6K ﹤0.01%
373
-75
633
$37.6K ﹤0.01%
600
634
$37.5K ﹤0.01%
235
635
$37.2K ﹤0.01%
603
636
$37K ﹤0.01%
421
637
$36.9K ﹤0.01%
410
638
$36.5K ﹤0.01%
1,200
639
$36K ﹤0.01%
1,099
640
$35.7K ﹤0.01%
1,553
-49
641
$35.5K ﹤0.01%
231
-24
642
$35.2K ﹤0.01%
425
643
$35.2K ﹤0.01%
200
644
$35K ﹤0.01%
3,754
+319
645
$34.9K ﹤0.01%
125
-28
646
$34.5K ﹤0.01%
400
647
$34.5K ﹤0.01%
1,000
648
$34.3K ﹤0.01%
526
649
$34.1K ﹤0.01%
500
650
$34K ﹤0.01%
307
-183
24 25
26
27 28