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
876
$8.57K ﹤0.01%
75
877
$8.57K ﹤0.01%
400
878
$8.47K ﹤0.01%
196
879
$8.32K ﹤0.01%
+250
880
$8.23K ﹤0.01%
450
-100
881
$8.18K ﹤0.01%
73
882
$8.15K ﹤0.01%
+72
883
$7.96K ﹤0.01%
10
-4
884
$7.94K ﹤0.01%
400
885
$7.9K ﹤0.01%
204
-54
886
$7.63K ﹤0.01%
80
887
$7.61K ﹤0.01%
1,020
888
$7.58K ﹤0.01%
870
889
$7.54K ﹤0.01%
1,500
890
$7.49K ﹤0.01%
161
891
$7.48K ﹤0.01%
323
892
$7.43K ﹤0.01%
+175
893
$7.33K ﹤0.01%
80
894
$7.32K ﹤0.01%
651
895
$7.29K ﹤0.01%
+500
896
$7.22K ﹤0.01%
65
897
$7.2K ﹤0.01%
705
-50
898
$7.19K ﹤0.01%
79
899
$7.11K ﹤0.01%
250
+50
900
$7.11K ﹤0.01%
621
34 35
36
37 38