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
976
$3.95K ﹤0.01%
+115
977
$3.92K ﹤0.01%
34
978
$3.92K ﹤0.01%
20
979
$3.89K ﹤0.01%
142
980
$3.87K ﹤0.01%
283
981
$3.86K ﹤0.01%
93
-25
982
$3.85K ﹤0.01%
186
+105
983
$3.81K ﹤0.01%
8
984
$3.8K ﹤0.01%
41
-4
985
$3.78K ﹤0.01%
825
986
$3.74K ﹤0.01%
41
-5
987
$3.66K ﹤0.01%
200
988
$3.66K ﹤0.01%
237
989
$3.66K ﹤0.01%
+200
990
$3.64K ﹤0.01%
111
991
$3.63K ﹤0.01%
1,454
992
$3.63K ﹤0.01%
109
993
$3.6K ﹤0.01%
+89
994
$3.52K ﹤0.01%
463
995
$3.45K ﹤0.01%
400
996
$3.43K ﹤0.01%
40
-112
997
$3.42K ﹤0.01%
2,298
998
$3.31K ﹤0.01%
20
999
$3.25K ﹤0.01%
75
1000
$3.16K ﹤0.01%
+50
38 39
40
41 42