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
701
$18.3K ﹤0.01%
98
702
$18K ﹤0.01%
445
703
$17.9K ﹤0.01%
310
704
$17.9K ﹤0.01%
30
705
$17.8K ﹤0.01%
450
706
$17.8K ﹤0.01%
501
707
$17.8K ﹤0.01%
134
708
$17.6K ﹤0.01%
350
709
$17.5K ﹤0.01%
1,184
710
$17.5K ﹤0.01%
+1,600
711
$17.5K ﹤0.01%
310
712
$17.4K ﹤0.01%
+124
713
$17.4K ﹤0.01%
500
714
$17.3K ﹤0.01%
110
715
$17.3K ﹤0.01%
4,813
-26
716
$17.2K ﹤0.01%
815
-160,058
717
$17.1K ﹤0.01%
353
+28
718
$17.1K ﹤0.01%
220
719
$16.9K ﹤0.01%
3,037
720
$16.9K ﹤0.01%
550
721
$16.8K ﹤0.01%
+1,266
722
$16.7K ﹤0.01%
470
-2,750
723
$16.7K ﹤0.01%
850
724
$16.7K ﹤0.01%
285
725
$16.6K ﹤0.01%
219
27 28
29
30 31