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
351
$61K ﹤0.01%
1,711
352
$61K ﹤0.01%
2,113
353
$61K ﹤0.01%
1,200
354
$60K ﹤0.01%
1,227
355
$60K ﹤0.01%
2,000
356
$59K ﹤0.01%
546
357
$59K ﹤0.01%
300
358
$58K ﹤0.01%
2,685
359
$58K ﹤0.01%
4,024
360
$58K ﹤0.01%
465
+215
361
$58K ﹤0.01%
7,000
362
$55K ﹤0.01%
1,000
363
$55K ﹤0.01%
189
364
$55K ﹤0.01%
162
+20
365
$55K ﹤0.01%
1,349
+249
366
$52K ﹤0.01%
315
-48
367
$51K ﹤0.01%
892
368
$51K ﹤0.01%
8
369
$50K ﹤0.01%
660
370
$50K ﹤0.01%
845
+9
371
$50K ﹤0.01%
714
372
$50K ﹤0.01%
350
373
$49K ﹤0.01%
420
-11
374
$49K ﹤0.01%
260
375
$49K ﹤0.01%
1,100
-32
13 14
15
16 17