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
676
$28.1K ﹤0.01%
300
677
$27.8K ﹤0.01%
437
678
$27.7K ﹤0.01%
+2,038
679
$27.5K ﹤0.01%
3,708
680
$27.1K ﹤0.01%
158
681
$26.9K ﹤0.01%
355
-36
682
$26.9K ﹤0.01%
400
683
$26.7K ﹤0.01%
480
684
$26.4K ﹤0.01%
266
685
$26.2K ﹤0.01%
64
+61
686
$26K ﹤0.01%
5,260
687
$25.7K ﹤0.01%
685
-135
688
$25.6K ﹤0.01%
642
689
$25.4K ﹤0.01%
380
690
$25K ﹤0.01%
2,411
-612
691
$24.8K ﹤0.01%
2,272
692
$24.2K ﹤0.01%
137
693
$24.1K ﹤0.01%
580
+180
694
$23.9K ﹤0.01%
1,000
695
$23.8K ﹤0.01%
176
696
$23.5K ﹤0.01%
124
-7
697
$23.5K ﹤0.01%
400
698
$23K ﹤0.01%
1,200
699
$22.7K ﹤0.01%
225
700
$22.2K ﹤0.01%
285
26 27
28
29 30