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
1026
$2.31K ﹤0.01%
11
1027
$2.27K ﹤0.01%
225
1028
$2.26K ﹤0.01%
+150
1029
$2.26K ﹤0.01%
50
1030
$2.23K ﹤0.01%
16
1031
$2.19K ﹤0.01%
13
1032
$2.19K ﹤0.01%
50
1033
$2K ﹤0.01%
+50
1034
$1.98K ﹤0.01%
40
1035
$1.94K ﹤0.01%
88
1036
$1.91K ﹤0.01%
21
1037
$1.9K ﹤0.01%
+35
1038
$1.89K ﹤0.01%
100
1039
$1.87K ﹤0.01%
41
1040
$1.85K ﹤0.01%
64
1041
$1.81K ﹤0.01%
25
1042
$1.81K ﹤0.01%
17
1043
$1.79K ﹤0.01%
62
1044
$1.79K ﹤0.01%
200
1045
$1.77K ﹤0.01%
21
-48
1046
$1.75K ﹤0.01%
158
1047
$1.73K ﹤0.01%
65
1048
$1.71K ﹤0.01%
50
1049
$1.69K ﹤0.01%
35
1050
$1.69K ﹤0.01%
54
40 41
42
43 44