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
776
$12.3K ﹤0.01%
225
777
$12.3K ﹤0.01%
750
778
$12.3K ﹤0.01%
+700
779
$12.2K ﹤0.01%
870
780
$12.2K ﹤0.01%
200
781
$12.1K ﹤0.01%
779
+250
782
$12K ﹤0.01%
300
783
$12K ﹤0.01%
162
784
$11.9K ﹤0.01%
200
785
$11.8K ﹤0.01%
107
786
$11.8K ﹤0.01%
132
787
$11.7K ﹤0.01%
+89
788
$11.5K ﹤0.01%
241
789
$11.5K ﹤0.01%
59
790
$11.4K ﹤0.01%
150
791
$11.3K ﹤0.01%
206
792
$11.2K ﹤0.01%
700
793
$11.2K ﹤0.01%
211
+175
794
$11.2K ﹤0.01%
173
+70
795
$11.2K ﹤0.01%
993
+750
796
$11.1K ﹤0.01%
200
797
$11K ﹤0.01%
75
-150
798
$11K ﹤0.01%
53
799
$11K ﹤0.01%
110
800
$11K ﹤0.01%
249
30 31
32
33 34