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
851
$10.3K ﹤0.01%
72
852
$10.2K ﹤0.01%
37
853
$10.2K ﹤0.01%
2,020
+20
854
$10.2K ﹤0.01%
173
855
$10.1K ﹤0.01%
168
856
$10.1K ﹤0.01%
27
857
$10.1K ﹤0.01%
500
858
$10.1K ﹤0.01%
215
859
$10K ﹤0.01%
500
860
$10K ﹤0.01%
192
-63
861
$9.97K ﹤0.01%
35
862
$9.89K ﹤0.01%
100
863
$9.73K ﹤0.01%
4,000
-200
864
$9.7K ﹤0.01%
94
865
$9.65K ﹤0.01%
225
866
$9.46K ﹤0.01%
160
+135
867
$9.38K ﹤0.01%
295
-962
868
$9.29K ﹤0.01%
425
+100
869
$9.19K ﹤0.01%
118
870
$9.16K ﹤0.01%
115
871
$9.13K ﹤0.01%
270
872
$8.98K ﹤0.01%
345
873
$8.91K ﹤0.01%
110
874
$8.78K ﹤0.01%
200
875
$8.65K ﹤0.01%
15
33 34
35
36 37