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
801
$10.9K ﹤0.01%
3,853
802
$10.8K ﹤0.01%
805
803
$10.5K ﹤0.01%
141
804
$10.5K ﹤0.01%
50
-3,520
805
$10.5K ﹤0.01%
195
806
$10.5K ﹤0.01%
409
807
$10.4K ﹤0.01%
260
808
$10.3K ﹤0.01%
75
809
$10.3K ﹤0.01%
70
810
$10.2K ﹤0.01%
650
811
$10.2K ﹤0.01%
126
812
$10.1K ﹤0.01%
200
813
$9.97K ﹤0.01%
137
814
$9.92K ﹤0.01%
250
815
$9.89K ﹤0.01%
+165
816
$9.87K ﹤0.01%
141
817
$9.85K ﹤0.01%
134
818
$9.85K ﹤0.01%
107
819
$9.82K ﹤0.01%
65
820
$9.76K ﹤0.01%
400
821
$9.69K ﹤0.01%
127
822
$9.68K ﹤0.01%
500
-15
823
$9.58K ﹤0.01%
2,000
824
$9.47K ﹤0.01%
+100
825
$9.24K ﹤0.01%
19
31 32
33
34 35