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
926
$5.79K ﹤0.01%
100
-148
927
$5.74K ﹤0.01%
+300
928
$5.68K ﹤0.01%
700
-11
929
$5.53K ﹤0.01%
+93
930
$5.48K ﹤0.01%
+500
931
$5.43K ﹤0.01%
200
932
$5.41K ﹤0.01%
263
933
$5.39K ﹤0.01%
171
934
$5.26K ﹤0.01%
41
+18
935
$5.24K ﹤0.01%
22
936
$5.17K ﹤0.01%
17
937
$5.13K ﹤0.01%
125
938
$5.13K ﹤0.01%
10
939
$5.1K ﹤0.01%
53
940
$5.04K ﹤0.01%
700
941
$5.03K ﹤0.01%
155
942
$5.03K ﹤0.01%
62
-72
943
$5.01K ﹤0.01%
500
944
$4.96K ﹤0.01%
+121
945
$4.96K ﹤0.01%
327
946
$4.95K ﹤0.01%
50
947
$4.92K ﹤0.01%
92
948
$4.79K ﹤0.01%
97
949
$4.78K ﹤0.01%
3,007
950
$4.73K ﹤0.01%
300
36 37
38
39 40