SIC
Salem Investment Counselors Portfolio holdings
AUM
$3.49B
1-Year Est. Return
27.91%
1 Year Est. Return
+27.91%
AUM
$3.16B
AUM Growth
+$284M
(+9.9%)
Holding
1,276
Top Buys
| 1 | +$15.9M | |
| 2 | +$7.86M | |
| 3 | +$6.66M | |
| 4 |
iShares Bitcoin Trust
IBIT
|
+$3.35M |
| 5 |
Caterpillar
CAT
|
+$3.12M |
Top Sells
| 1 | +$16.7M | |
| 2 | +$6.23M | |
| 3 | +$5.3M | |
| 4 |
Merck
MRK
|
+$5.09M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1276
Trimble
TRMB
$18.8B
| – | – |
-283
|
|