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
726
$19.3K ﹤0.01%
150
727
$19.2K ﹤0.01%
137
728
$19.1K ﹤0.01%
340
-150
729
$19K ﹤0.01%
144
730
$18.9K ﹤0.01%
61
-9
731
$18.9K ﹤0.01%
357
732
$18.8K ﹤0.01%
1,082
733
$18.8K ﹤0.01%
2,000
734
$18.7K ﹤0.01%
1,150
735
$18.6K ﹤0.01%
1,000
736
$18.4K ﹤0.01%
501
737
$18.4K ﹤0.01%
450
738
$18.3K ﹤0.01%
195
-1
739
$18.2K ﹤0.01%
474
+420
740
$18.2K ﹤0.01%
250
741
$18.1K ﹤0.01%
218
742
$18K ﹤0.01%
268
-2,000
743
$18K ﹤0.01%
1,665
744
$18K ﹤0.01%
286
745
$17.9K ﹤0.01%
20
746
$17.8K ﹤0.01%
300
747
$17.7K ﹤0.01%
139
748
$17.6K ﹤0.01%
357
749
$17.5K ﹤0.01%
362
-62
750
$17.5K ﹤0.01%
300
28 29
30
31 32