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
701
$22.1K ﹤0.01%
600
702
$22K ﹤0.01%
145
703
$21.6K ﹤0.01%
118
+8
704
$21.4K ﹤0.01%
+466
705
$21.3K ﹤0.01%
141
-11
706
$21.3K ﹤0.01%
196
707
$21K ﹤0.01%
453
-25
708
$20.9K ﹤0.01%
251
709
$20.8K ﹤0.01%
150
+117
710
$20.7K ﹤0.01%
301
711
$20.5K ﹤0.01%
66
712
$20.5K ﹤0.01%
426
+191
713
$20.4K ﹤0.01%
750
714
$20.3K ﹤0.01%
75
715
$20.2K ﹤0.01%
10,000
716
$20.2K ﹤0.01%
500
717
$20.1K ﹤0.01%
420
718
$20K ﹤0.01%
276
719
$19.9K ﹤0.01%
355
720
$19.8K ﹤0.01%
364
721
$19.7K ﹤0.01%
187
-50
722
$19.6K ﹤0.01%
794
723
$19.6K ﹤0.01%
350
+100
724
$19.5K ﹤0.01%
232
725
$19.3K ﹤0.01%
350
27 28
29
30 31