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
951
$4.68K ﹤0.01%
225
-85
952
$4.67K ﹤0.01%
+435
953
$4.66K ﹤0.01%
19
954
$4.66K ﹤0.01%
111
955
$4.55K ﹤0.01%
13
+6
956
$4.55K ﹤0.01%
52
957
$4.54K ﹤0.01%
+100
958
$4.53K ﹤0.01%
+25
959
$4.51K ﹤0.01%
87
960
$4.47K ﹤0.01%
300
-200
961
$4.47K ﹤0.01%
35
962
$4.44K ﹤0.01%
97
-73
963
$4.28K ﹤0.01%
49
964
$4.28K ﹤0.01%
191
965
$4.22K ﹤0.01%
111
966
$4.18K ﹤0.01%
300
967
$4.18K ﹤0.01%
155
968
$4.13K ﹤0.01%
+129
969
$4.11K ﹤0.01%
120
970
$4.06K ﹤0.01%
+68
971
$4.04K ﹤0.01%
28
972
$4.01K ﹤0.01%
200
973
$3.98K ﹤0.01%
450
974
$3.96K ﹤0.01%
300
975
$3.95K ﹤0.01%
31
37 38
39
40 41