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
1001
$3.15K ﹤0.01%
150
1002
$3.13K ﹤0.01%
14
1003
$3.1K ﹤0.01%
+64
1004
$3.09K ﹤0.01%
20
1005
$3.08K ﹤0.01%
17
1006
$3.05K ﹤0.01%
21
1007
$3.05K ﹤0.01%
125
1008
$3.04K ﹤0.01%
+72
1009
$3.04K ﹤0.01%
366
1010
$3.01K ﹤0.01%
13
1011
$2.98K ﹤0.01%
28
1012
$2.9K ﹤0.01%
41
-32
1013
$2.87K ﹤0.01%
31
1014
$2.82K ﹤0.01%
129
1015
$2.71K ﹤0.01%
47
1016
$2.68K ﹤0.01%
75
1017
$2.68K ﹤0.01%
66
1018
$2.65K ﹤0.01%
+175
1019
$2.58K ﹤0.01%
30
1020
$2.54K ﹤0.01%
+41
1021
$2.46K ﹤0.01%
36
1022
$2.42K ﹤0.01%
36
1023
$2.38K ﹤0.01%
72
-390
1024
$2.38K ﹤0.01%
+43
1025
$2.33K ﹤0.01%
196
+7
39 40
41
42 43