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
976
$2.11K ﹤0.01%
+29
977
$2.1K ﹤0.01%
142
978
$2.07K ﹤0.01%
220
979
$1.94K ﹤0.01%
200
980
$1.92K ﹤0.01%
112
981
$1.91K ﹤0.01%
100
982
$1.88K ﹤0.01%
+72
983
$1.87K ﹤0.01%
60
984
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300
985
$1.82K ﹤0.01%
75
986
$1.79K ﹤0.01%
+15
987
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40
988
$1.75K ﹤0.01%
62
989
$1.74K ﹤0.01%
90
990
$1.73K ﹤0.01%
65
991
$1.7K ﹤0.01%
+100
992
$1.7K ﹤0.01%
64
993
$1.69K ﹤0.01%
75
994
$1.67K ﹤0.01%
+200
995
$1.67K ﹤0.01%
158
996
$1.65K ﹤0.01%
200
997
$1.63K ﹤0.01%
30
998
$1.62K ﹤0.01%
+15
999
$1.62K ﹤0.01%
+64
1000
$1.59K ﹤0.01%
21
38 39
40
41 42