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
826
$11.8K ﹤0.01%
750
827
$11.8K ﹤0.01%
500
828
$11.7K ﹤0.01%
900
-1,694
829
$11.6K ﹤0.01%
+48
830
$11.6K ﹤0.01%
3,000
831
$11.6K ﹤0.01%
2
-1
832
$11.4K ﹤0.01%
60
833
$11.4K ﹤0.01%
72
-75
834
$11.3K ﹤0.01%
248
835
$11.3K ﹤0.01%
3,077
836
$11.2K ﹤0.01%
209
-4
837
$11.2K ﹤0.01%
84
-34
838
$11.2K ﹤0.01%
+215
839
$11.2K ﹤0.01%
106
840
$11.1K ﹤0.01%
200
841
$11K ﹤0.01%
+250
842
$11K ﹤0.01%
1,000
843
$11K ﹤0.01%
150
844
$10.9K ﹤0.01%
250
845
$10.8K ﹤0.01%
600
846
$10.8K ﹤0.01%
787
-272
847
$10.8K ﹤0.01%
325
848
$10.8K ﹤0.01%
129
849
$10.6K ﹤0.01%
37
850
$10.4K ﹤0.01%
1,000
32 33
34
35 36