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
751
$17K ﹤0.01%
400
752
$16.9K ﹤0.01%
107
753
$16.7K ﹤0.01%
150
+100
754
$16.6K ﹤0.01%
645
755
$16.6K ﹤0.01%
76
+1
756
$16.6K ﹤0.01%
74
-12
757
$16.6K ﹤0.01%
1,710
-10
758
$16.5K ﹤0.01%
794
759
$16.4K ﹤0.01%
60
760
$16.2K ﹤0.01%
300
761
$16.1K ﹤0.01%
228
-7
762
$16.1K ﹤0.01%
100
763
$16.1K ﹤0.01%
115
-19
764
$16K ﹤0.01%
235
-39
765
$15.9K ﹤0.01%
300
766
$15.8K ﹤0.01%
55
-7
767
$15.8K ﹤0.01%
307
+57
768
$15.7K ﹤0.01%
49
769
$15.6K ﹤0.01%
165
770
$15.6K ﹤0.01%
150
-50
771
$15.5K ﹤0.01%
360
772
$15.4K ﹤0.01%
225
773
$15.3K ﹤0.01%
+500
774
$15.3K ﹤0.01%
215
775
$15.3K ﹤0.01%
1,450
29 30
31
32 33