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
801
$13.3K ﹤0.01%
90
802
$13.3K ﹤0.01%
+291
803
$13.2K ﹤0.01%
511
804
$13.1K ﹤0.01%
200
805
$13.1K ﹤0.01%
80
806
$12.8K ﹤0.01%
700
-746
807
$12.8K ﹤0.01%
500
808
$12.7K ﹤0.01%
100
809
$12.7K ﹤0.01%
440
810
$12.6K ﹤0.01%
+159
811
$12.6K ﹤0.01%
1,000
812
$12.6K ﹤0.01%
317
813
$12.6K ﹤0.01%
150
814
$12.6K ﹤0.01%
914
-200
815
$12.4K ﹤0.01%
146
816
$12.4K ﹤0.01%
604
+5
817
$12.4K ﹤0.01%
+70
818
$12.2K ﹤0.01%
538
819
$12.2K ﹤0.01%
400
-400
820
$12.1K ﹤0.01%
50
+15
821
$12.1K ﹤0.01%
37
822
$12.1K ﹤0.01%
157
823
$12.1K ﹤0.01%
70
824
$12K ﹤0.01%
50
825
$11.9K ﹤0.01%
+1,757
31 32
33
34 35