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
1051
$1.68K ﹤0.01%
290
1052
$1.67K ﹤0.01%
124
1053
$1.66K ﹤0.01%
30
1054
$1.65K ﹤0.01%
3
1055
$1.61K ﹤0.01%
140
1056
$1.61K ﹤0.01%
20
-18
1057
$1.6K ﹤0.01%
125
1058
$1.57K ﹤0.01%
14
1059
$1.56K ﹤0.01%
300
1060
$1.54K ﹤0.01%
50
1061
$1.52K ﹤0.01%
250
1062
$1.52K ﹤0.01%
55
1063
$1.51K ﹤0.01%
343
+5
1064
$1.5K ﹤0.01%
+250
1065
$1.47K ﹤0.01%
+500
1066
$1.45K ﹤0.01%
137
1067
$1.44K ﹤0.01%
100
1068
$1.44K ﹤0.01%
9
1069
$1.43K ﹤0.01%
50
1070
$1.43K ﹤0.01%
15
1071
$1.38K ﹤0.01%
332
1072
$1.37K ﹤0.01%
20
-15
1073
$1.33K ﹤0.01%
5
1074
$1.33K ﹤0.01%
200
1075
$1.33K ﹤0.01%
65
41 42
43
44 45