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
1001
$1.58K ﹤0.01%
12
1002
$1.57K ﹤0.01%
68
1003
$1.55K ﹤0.01%
35
1004
$1.53K ﹤0.01%
129
1005
$1.53K ﹤0.01%
20
-5
1006
$1.48K ﹤0.01%
37
1007
$1.45K ﹤0.01%
+35
1008
$1.45K ﹤0.01%
350
1009
$1.45K ﹤0.01%
250
1010
$1.42K ﹤0.01%
50
1011
$1.4K ﹤0.01%
33
1012
$1.39K ﹤0.01%
+17
1013
$1.38K ﹤0.01%
+51
1014
$1.38K ﹤0.01%
25
1015
$1.38K ﹤0.01%
20
1016
$1.35K ﹤0.01%
366
1017
$1.34K ﹤0.01%
3
1018
$1.33K ﹤0.01%
75
1019
$1.33K ﹤0.01%
4
1020
$1.32K ﹤0.01%
1
-6
1021
$1.32K ﹤0.01%
50
1022
$1.29K ﹤0.01%
100
1023
$1.25K ﹤0.01%
+7
1024
$1.23K ﹤0.01%
+57
1025
$1.19K ﹤0.01%
9
39 40
41
42 43