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
926
$4.4K ﹤0.01%
+123
927
$4.38K ﹤0.01%
141
928
$4.35K ﹤0.01%
20
929
$4.3K ﹤0.01%
112
-5
930
$4.1K ﹤0.01%
125
931
$4.1K ﹤0.01%
100
932
$4.02K ﹤0.01%
+15
933
$3.98K ﹤0.01%
100
934
$3.96K ﹤0.01%
12
935
$3.84K ﹤0.01%
308
936
$3.77K ﹤0.01%
1
937
$3.72K ﹤0.01%
69
938
$3.65K ﹤0.01%
18
939
$3.63K ﹤0.01%
182
940
$3.62K ﹤0.01%
210
941
$3.58K ﹤0.01%
+100
942
$3.58K ﹤0.01%
45
943
$3.51K ﹤0.01%
18
944
$3.51K ﹤0.01%
500
-300
945
$3.49K ﹤0.01%
+62
946
$3.36K ﹤0.01%
80
947
$3.36K ﹤0.01%
100
948
$3.32K ﹤0.01%
81
949
$3.27K ﹤0.01%
+56
950
$3.21K ﹤0.01%
35
36 37
38
39 40