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
351
$167K 0.01%
1,200
352
$167K 0.01%
853
-150
353
$166K 0.01%
5,659
-1,780
354
$165K 0.01%
1,252
355
$164K 0.01%
948
356
$163K 0.01%
941
+200
357
$161K 0.01%
1,670
358
$161K 0.01%
645
359
$161K 0.01%
1,112
+21
360
$160K 0.01%
2,823
+724
361
$155K 0.01%
3,500
-40
362
$151K 0.01%
2,960
+130
363
$149K 0.01%
668
+100
364
$149K 0.01%
2,210
-518
365
$149K 0.01%
1,678
-460
366
$148K 0.01%
115
367
$147K 0.01%
1,690
+100
368
$145K 0.01%
3,975
369
$141K 0.01%
1,257
+266
370
$138K 0.01%
1,258
371
$138K 0.01%
800
372
$137K 0.01%
767
-213
373
$133K ﹤0.01%
300
374
$133K ﹤0.01%
1,638
-1,040
375
$132K ﹤0.01%
1,966
13 14
15
16 17