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
726
$16.6K ﹤0.01%
231
727
$16.5K ﹤0.01%
80
728
$16.5K ﹤0.01%
+1,000
729
$16.4K ﹤0.01%
45
730
$16.3K ﹤0.01%
+66
731
$16K ﹤0.01%
725
732
$15.9K ﹤0.01%
275
733
$15.9K ﹤0.01%
1,440
-309,580
734
$15.8K ﹤0.01%
400
735
$15.8K ﹤0.01%
1,455
-25
736
$15.7K ﹤0.01%
310
737
$15.4K ﹤0.01%
+1,200
738
$15.4K ﹤0.01%
279
739
$15.3K ﹤0.01%
940
+140
740
$15.3K ﹤0.01%
+579
741
$15.2K ﹤0.01%
794
742
$15K ﹤0.01%
400
743
$14.9K ﹤0.01%
202
+170
744
$14.9K ﹤0.01%
250
-6
745
$14.9K ﹤0.01%
327
746
$14.8K ﹤0.01%
+418
747
$14.7K ﹤0.01%
+226
748
$14.7K ﹤0.01%
500
749
$14.6K ﹤0.01%
105
+30
750
$14.5K ﹤0.01%
157
28 29
30
31 32