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
$2.75B
AUM Growth
+$259M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,214
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$4.46M
3
+$2.48M
4
NU icon
Nu Holdings
NU
+$2M
5
PLTR icon
Palantir
PLTR
+$1.94M

Top Sells

1
+$13.4M
2
+$7.36M
3
+$4.26M
4
NVDA icon
NVIDIA
NVDA
+$3.72M
5
LOB icon
Live Oak Bancshares
LOB
+$3.71M

Sector Composition

1 Consumer Discretionary 36.36%
2 Technology 21.43%
3 Healthcare 8%
4 Financials 7.82%
5 Communication Services 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$334K 0.01%
13,562
-22
277
$333K 0.01%
4,436
-20
278
$329K 0.01%
1,556
-67
279
$328K 0.01%
2,487
-441
280
$328K 0.01%
17,815
281
$307K 0.01%
6,040
-125
282
$307K 0.01%
2,920
+180
283
$306K 0.01%
20,246
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284
$305K 0.01%
5,611
-99
285
$304K 0.01%
9,300
286
$303K 0.01%
36,200
287
$300K 0.01%
2,489
288
$299K 0.01%
5,431
-86
289
$296K 0.01%
15,514
290
$296K 0.01%
5,121
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291
$295K 0.01%
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292
$285K 0.01%
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293
$283K 0.01%
2,305
294
$280K 0.01%
6,149
295
$275K 0.01%
3,268
296
$275K 0.01%
1,119
297
$273K 0.01%
9,262
298
$273K 0.01%
6,568
-242
299
$269K 0.01%
1,272
-8
300
$264K 0.01%
6,482
-641
10 11
12
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