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
651
$33.9K ﹤0.01%
279
652
$33.7K ﹤0.01%
310
653
$33.6K ﹤0.01%
528
-17
654
$33.4K ﹤0.01%
1,415
655
$33.2K ﹤0.01%
231
656
$33.2K ﹤0.01%
1,050
657
$32.8K ﹤0.01%
552
658
$32.1K ﹤0.01%
411
-28
659
$32K ﹤0.01%
166
-5
660
$32K ﹤0.01%
500
661
$31K ﹤0.01%
193
-89
662
$30.8K ﹤0.01%
1,156
+63
663
$30.8K ﹤0.01%
320
-180
664
$30.5K ﹤0.01%
1,020
-123
665
$30.4K ﹤0.01%
3,593
666
$30.4K ﹤0.01%
580
667
$30.1K ﹤0.01%
364
668
$30.1K ﹤0.01%
285
669
$29.8K ﹤0.01%
85
-9
670
$29.8K ﹤0.01%
7,000
671
$29.7K ﹤0.01%
+13,900
672
$29.6K ﹤0.01%
+2,950
673
$29K ﹤0.01%
684
674
$28.5K ﹤0.01%
120
675
$28.1K ﹤0.01%
200
25 26
27
28 29