SIC

Salem Investment Counselors Portfolio holdings

AUM $3.49B
1-Year Est. Return 27.91%
This Quarter Est. Return
1 Year Est. Return
+27.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.5B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,178
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$2.93M
3
+$2.78M
4
TSM icon
TSMC
TSM
+$2.63M
5
CAT icon
Caterpillar
CAT
+$2.54M

Top Sells

1
+$3.41M
2
+$3.38M
3
+$2.92M
4
FCNCA icon
First Citizens BancShares
FCNCA
+$2.28M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.85M

Sector Composition

1 Consumer Discretionary 34.99%
2 Technology 20.92%
3 Healthcare 8.38%
4 Financials 7.98%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$22K ﹤0.01%
+2,500
677
$21.9K ﹤0.01%
678
678
$21.8K ﹤0.01%
943
679
$21.7K ﹤0.01%
540
680
$21.3K ﹤0.01%
500
681
$21K ﹤0.01%
2,561
-375
682
$20.8K ﹤0.01%
253
+218
683
$20.8K ﹤0.01%
+2,000
684
$20.6K ﹤0.01%
503
-1,388
685
$20.5K ﹤0.01%
264
686
$20.5K ﹤0.01%
1,525
687
$20.4K ﹤0.01%
168
688
$20.2K ﹤0.01%
+213
689
$19.9K ﹤0.01%
1,000
690
$19.8K ﹤0.01%
1,590
691
$19.7K ﹤0.01%
+567
692
$19.7K ﹤0.01%
60
693
$19.4K ﹤0.01%
291
694
$19.1K ﹤0.01%
46
695
$19.1K ﹤0.01%
1,665
696
$18.8K ﹤0.01%
425
697
$18.7K ﹤0.01%
279
698
$18.7K ﹤0.01%
1,200
699
$18.6K ﹤0.01%
235
700
$18.5K ﹤0.01%
100
26 27
28
29 30