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
901
$7.11K ﹤0.01%
50
902
$7.1K ﹤0.01%
257
903
$7.08K ﹤0.01%
500
904
$6.92K ﹤0.01%
575
905
$6.91K ﹤0.01%
100
906
$6.79K ﹤0.01%
51
907
$6.78K ﹤0.01%
150
908
$6.78K ﹤0.01%
+250
909
$6.74K ﹤0.01%
134
910
$6.69K ﹤0.01%
100
911
$6.62K ﹤0.01%
148
912
$6.54K ﹤0.01%
105
-81
913
$6.54K ﹤0.01%
30
-11
914
$6.53K ﹤0.01%
129
915
$6.38K ﹤0.01%
215
916
$6.34K ﹤0.01%
30
917
$6.25K ﹤0.01%
409
918
$6.21K ﹤0.01%
75
-39
919
$6.2K ﹤0.01%
+500
920
$6.14K ﹤0.01%
33
921
$6.13K ﹤0.01%
250
922
$6.1K ﹤0.01%
335
+125
923
$5.95K ﹤0.01%
527
924
$5.85K ﹤0.01%
300
925
$5.84K ﹤0.01%
19
35 36
37
38 39