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
326
$86K 0.01%
3,665
327
$86K 0.01%
1,218
+68
328
$85K 0.01%
2,700
329
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330
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331
$84K 0.01%
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332
$83K 0.01%
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333
$81K 0.01%
750
334
$81K 0.01%
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-27
335
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336
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337
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338
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339
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340
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341
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346
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347
$66K 0.01%
600
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348
$65K 0.01%
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349
$65K 0.01%
330
350
$65K 0.01%
560
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