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
826
$9.21K ﹤0.01%
57
827
$9.19K ﹤0.01%
50
828
$9.14K ﹤0.01%
150
829
$9.09K ﹤0.01%
1,000
830
$9.06K ﹤0.01%
1,723
-500
831
$9.05K ﹤0.01%
79
+45
832
$8.84K ﹤0.01%
1,800
833
$8.81K ﹤0.01%
65
834
$8.8K ﹤0.01%
250
835
$8.8K ﹤0.01%
1,000
836
$8.68K ﹤0.01%
1,911
837
$8.65K ﹤0.01%
75
838
$8.59K ﹤0.01%
271
-150
839
$8.54K ﹤0.01%
146
840
$8.52K ﹤0.01%
293
841
$8.45K ﹤0.01%
607
842
$8.42K ﹤0.01%
3,327
843
$8.4K ﹤0.01%
144
844
$8.39K ﹤0.01%
+89
845
$8.38K ﹤0.01%
600
846
$8.3K ﹤0.01%
240
847
$8.26K ﹤0.01%
75
848
$8.24K ﹤0.01%
+129
849
$8.22K ﹤0.01%
325
850
$8.2K ﹤0.01%
252
32 33
34
35 36