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
751
$14.5K ﹤0.01%
156
+56
752
$14.3K ﹤0.01%
300
753
$14.3K ﹤0.01%
5,000
754
$14.3K ﹤0.01%
415
755
$14.2K ﹤0.01%
416
756
$14.2K ﹤0.01%
228
757
$14.1K ﹤0.01%
145
758
$14K ﹤0.01%
500
759
$14K ﹤0.01%
90
760
$14K ﹤0.01%
452
761
$13.9K ﹤0.01%
570
762
$13.8K ﹤0.01%
150
763
$13.7K ﹤0.01%
357
764
$13.6K ﹤0.01%
401
765
$13.4K ﹤0.01%
248
766
$13.1K ﹤0.01%
110
767
$13.1K ﹤0.01%
255
768
$13.1K ﹤0.01%
+1,500
769
$12.9K ﹤0.01%
415
770
$12.7K ﹤0.01%
94
771
$12.7K ﹤0.01%
61
+36
772
$12.7K ﹤0.01%
905
+730
773
$12.6K ﹤0.01%
439
774
$12.4K ﹤0.01%
355
775
$12.4K ﹤0.01%
+132