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
776
$15.2K ﹤0.01%
2,700
777
$15.2K ﹤0.01%
+172
778
$15.1K ﹤0.01%
161
779
$15.1K ﹤0.01%
1,149
780
$15K ﹤0.01%
89
781
$14.9K ﹤0.01%
1,200
782
$14.9K ﹤0.01%
145
-15
783
$14.8K ﹤0.01%
187
784
$14.7K ﹤0.01%
302
-550
785
$14.6K ﹤0.01%
207
-12
786
$14.6K ﹤0.01%
1,460
787
$14.6K ﹤0.01%
1,775
788
$14.5K ﹤0.01%
52
789
$14.4K ﹤0.01%
700
790
$14.3K ﹤0.01%
100
791
$14.2K ﹤0.01%
91
792
$14.2K ﹤0.01%
500
793
$14.1K ﹤0.01%
500
-500
794
$14.1K ﹤0.01%
139
795
$14K ﹤0.01%
122
796
$13.6K ﹤0.01%
283
-150
797
$13.6K ﹤0.01%
+250
798
$13.6K ﹤0.01%
200
799
$13.4K ﹤0.01%
136
800
$13.3K ﹤0.01%
110
-78
30 31
32
33 34