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
301
$102K 0.01%
1,002
302
$102K 0.01%
3,488
+200
303
$101K 0.01%
1,400
304
$100K 0.01%
1,282
+1
305
$99K 0.01%
2,113
-10
306
$98K 0.01%
1,200
307
$98K 0.01%
741
+88
308
$96K 0.01%
5,922
309
$96K 0.01%
916
310
$96K 0.01%
790
311
$95K 0.01%
+4,000
312
$95K 0.01%
1,350
313
$94K 0.01%
809
314
$94K 0.01%
1,035
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315
$93K 0.01%
300
316
$92K 0.01%
645
317
$92K 0.01%
9,735
-788
318
$91K 0.01%
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319
$91K 0.01%
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320
$91K 0.01%
3,488
-11
321
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4,881
322
$89K 0.01%
3,300
-1,350
323
$88K 0.01%
303
324
$88K 0.01%
100
325
$88K 0.01%
695
11 12
13
14 15