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
901
$5.34K ﹤0.01%
50
902
$5.31K ﹤0.01%
283
903
$5.28K ﹤0.01%
500
904
$5.26K ﹤0.01%
+27
905
$5.24K ﹤0.01%
+463
906
$5.21K ﹤0.01%
300
907
$5.15K ﹤0.01%
42
908
$5.13K ﹤0.01%
177
909
$5.09K ﹤0.01%
115
910
$5.06K ﹤0.01%
165
911
$4.99K ﹤0.01%
95
912
$4.88K ﹤0.01%
70
913
$4.87K ﹤0.01%
+75
914
$4.87K ﹤0.01%
86
-456
915
$4.75K ﹤0.01%
79
916
$4.73K ﹤0.01%
70
-47
917
$4.65K ﹤0.01%
58
-205
918
$4.65K ﹤0.01%
13
919
$4.64K ﹤0.01%
80
920
$4.57K ﹤0.01%
635
921
$4.53K ﹤0.01%
30
922
$4.47K ﹤0.01%
+14
923
$4.46K ﹤0.01%
3,300
-600
924
$4.45K ﹤0.01%
725
925
$4.43K ﹤0.01%
191
35 36
37
38 39