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
1126
$368 ﹤0.01%
7
1127
$355 ﹤0.01%
82
1128
$353 ﹤0.01%
55
1129
$353 ﹤0.01%
167
1130
$350 ﹤0.01%
52
1131
$335 ﹤0.01%
24
-29
1132
$331 ﹤0.01%
9
1133
$328 ﹤0.01%
40
1134
$325 ﹤0.01%
11
-100
1135
$314 ﹤0.01%
25
1136
$306 ﹤0.01%
15
1137
$295 ﹤0.01%
57
+20
1138
$293 ﹤0.01%
1
1139
$269 ﹤0.01%
8
1140
$221 ﹤0.01%
2
1141
$198 ﹤0.01%
10
1142
$193 ﹤0.01%
4
-5,535
1143
$190 ﹤0.01%
100
1144
$170 ﹤0.01%
40
1145
$146 ﹤0.01%
3
1146
$142 ﹤0.01%
+50
1147
$134 ﹤0.01%
6
1148
$132 ﹤0.01%
100
1149
$124 ﹤0.01%
11
1150
$118 ﹤0.01%
4
44 45
46
47 48