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
876
$6.72K ﹤0.01%
+110
877
$6.72K ﹤0.01%
+99
878
$6.72K ﹤0.01%
125
-125
879
$6.63K ﹤0.01%
275
880
$6.59K ﹤0.01%
243
881
$6.44K ﹤0.01%
400
882
$6.38K ﹤0.01%
200
883
$6.28K ﹤0.01%
109
884
$6.25K ﹤0.01%
345
885
$6.17K ﹤0.01%
300
886
$6.1K ﹤0.01%
+27
887
$6.08K ﹤0.01%
20
-475
888
$6.07K ﹤0.01%
257
889
$6K ﹤0.01%
+36
890
$5.95K ﹤0.01%
825
891
$5.94K ﹤0.01%
148
892
$5.93K ﹤0.01%
95
893
$5.92K ﹤0.01%
409
894
$5.89K ﹤0.01%
300
895
$5.88K ﹤0.01%
+141
896
$5.86K ﹤0.01%
150
897
$5.71K ﹤0.01%
323
898
$5.66K ﹤0.01%
100
899
$5.65K ﹤0.01%
400
900
$5.54K ﹤0.01%
68
34 35
36
37 38