SIC

Salem Investment Counselors Portfolio holdings

AUM $3.49B
1-Year Est. Return 27.91%
This Quarter Est. Return
1 Year Est. Return
+27.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$4.98M
3
+$3.5M
4
NVDA icon
NVIDIA
NVDA
+$2.82M
5
MRVL icon
Marvell Technology
MRVL
+$2.62M

Top Sells

1
+$3.35M
2
+$1.88M
3
+$1.61M
4
OTIS icon
Otis Worldwide
OTIS
+$1.4M
5
CARR icon
Carrier Global
CARR
+$1.37M

Sector Composition

1 Technology 27.21%
2 Consumer Discretionary 14.79%
3 Financials 10.6%
4 Healthcare 9.84%
5 Communication Services 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$183K 0.01%
1,985
252
$183K 0.01%
6,800
253
$177K 0.01%
884
+30
254
$174K 0.01%
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255
$172K 0.01%
18,224
-1,510
256
$170K 0.01%
900
+100
257
$167K 0.01%
658
258
$166K 0.01%
10,100
259
$164K 0.01%
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260
$163K 0.01%
3,110
261
$157K 0.01%
839
262
$155K 0.01%
986
263
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13,700
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264
$147K 0.01%
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265
$147K 0.01%
840
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266
$145K 0.01%
925
267
$139K 0.01%
2,780
268
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279
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271
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272
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-360
273
$132K 0.01%
959
+117
274
$132K 0.01%
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275
$132K 0.01%
900
9 10
11
12 13