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
276
$132K 0.01%
683
-11
277
$129K 0.01%
1,237
278
$126K 0.01%
18,583
-18,414
279
$126K 0.01%
1,801
+27
280
$125K 0.01%
1,966
281
$124K 0.01%
4,400
282
$123K 0.01%
2,213
-10
283
$123K 0.01%
+14,000
284
$123K 0.01%
1,420
+600
285
$123K 0.01%
1,075
286
$122K 0.01%
3,000
287
$121K 0.01%
3,000
288
$117K 0.01%
13,075
-1,500
289
$116K 0.01%
10,098
290
$115K 0.01%
900
291
$115K 0.01%
693
+500
292
$115K 0.01%
4,779
-500
293
$114K 0.01%
1,000
294
$110K 0.01%
4,378
295
$109K 0.01%
5,701
-17
296
$108K 0.01%
1,700
-35
297
$108K 0.01%
795
298
$105K 0.01%
1,698
+140
299
$104K 0.01%
+10,033
300
$102K 0.01%
1,503
+130
10 11
12
13 14