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
951
$3.19K ﹤0.01%
75
952
$3.17K ﹤0.01%
65
953
$3.16K ﹤0.01%
120
954
$3.1K ﹤0.01%
20
955
$2.94K ﹤0.01%
10
-195
956
$2.92K ﹤0.01%
1,101
957
$2.9K ﹤0.01%
+34
958
$2.87K ﹤0.01%
16
959
$2.83K ﹤0.01%
51
960
$2.81K ﹤0.01%
279
961
$2.79K ﹤0.01%
90
962
$2.68K ﹤0.01%
50
963
$2.67K ﹤0.01%
270
964
$2.59K ﹤0.01%
155
965
$2.56K ﹤0.01%
11
966
$2.55K ﹤0.01%
100
967
$2.47K ﹤0.01%
16
+11
968
$2.42K ﹤0.01%
14
969
$2.4K ﹤0.01%
100
970
$2.38K ﹤0.01%
101
971
$2.27K ﹤0.01%
267
+6
972
$2.26K ﹤0.01%
84
973
$2.25K ﹤0.01%
100
974
$2.19K ﹤0.01%
50
975
$2.16K ﹤0.01%
100
37 38
39
40 41