SIC
Salem Investment Counselors Portfolio holdings
AUM
$3.16B
1-Year Return
24.15%
This Quarter Return
-3.41%
1 Year Return
+24.15%
3 Year Return
+109.63%
5 Year Return
+182.24%
10 Year Return
+416.27%
AUM
$2.87B
AUM Growth
-$178M
(-5.8%)
Cap. Flow
-$35.9M
Cap. Flow
% of AUM
-1.25%
Top 10 Holdings %
Top 10 Hldgs %
47.06%
Holding
1,268
New
65
Increased
259
Reduced
221
Closed
49
Top Buys
| 1 |
Advanced Micro Devices
AMD
|
+$9.12M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
+$7.98M |
| 3 |
Hims & Hers Health
HIMS
|
+$7.84M |
| 4 |
Enbridge
ENB
|
+$4.49M |
| 5 |
Eli Lilly
LLY
|
+$2.33M |
Top Sells
| 1 |
Palantir
PLTR
|
+$15.1M |
| 2 |
Lowe's Companies
LOW
|
+$7.42M |
| 3 |
Micron Technology
MU
|
+$7.13M |
| 4 |
TotalEnergies
TTE
|
+$6.38M |
| 5 |
Constellation Brands
STZ
|
+$4.06M |
Sector Composition
| 1 | Technology | 27.51% |
| 2 | Consumer Discretionary | 20.06% |
| 3 | Financials | 11.37% |
| 4 | Healthcare | 10.07% |
| 5 | Communication Services | 7.92% |
