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
1076
$1.31K ﹤0.01%
30
1077
$1.3K ﹤0.01%
16
1078
$1.29K ﹤0.01%
50
1079
$1.29K ﹤0.01%
84
1080
$1.28K ﹤0.01%
2,000
1081
$1.21K ﹤0.01%
1,100
1082
$1.21K ﹤0.01%
31
-221
1083
$1.19K ﹤0.01%
300
1084
$1.19K ﹤0.01%
21
1085
$1.19K ﹤0.01%
5
1086
$1.17K ﹤0.01%
15
1087
$1.13K ﹤0.01%
10
-25
1088
$1.12K ﹤0.01%
55
1089
$1.11K ﹤0.01%
11
1090
$1.1K ﹤0.01%
250
1091
$1.06K ﹤0.01%
8
-18
1092
$1.04K ﹤0.01%
5
-6
1093
$1.04K ﹤0.01%
+50
1094
$1.02K ﹤0.01%
350
1095
$1K ﹤0.01%
20
1096
$985 ﹤0.01%
20
1097
$978 ﹤0.01%
+19
1098
$939 ﹤0.01%
45
1099
$936 ﹤0.01%
12
-30
1100
$874 ﹤0.01%
2
42 43
44
45 46