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
401
$39K ﹤0.01%
454
402
$39K ﹤0.01%
2,040
403
$38K ﹤0.01%
227
-48
404
$38K ﹤0.01%
1,032
405
$38K ﹤0.01%
565
406
$38K ﹤0.01%
1,450
407
$38K ﹤0.01%
222
-60
408
$38K ﹤0.01%
675
409
$38K ﹤0.01%
1,468
410
$38K ﹤0.01%
600
-100
411
$37K ﹤0.01%
500
412
$37K ﹤0.01%
348
413
$37K ﹤0.01%
1,065
414
$37K ﹤0.01%
+5,104
415
$37K ﹤0.01%
400
416
$37K ﹤0.01%
668
417
$37K ﹤0.01%
3,500
418
$36K ﹤0.01%
1,979
419
$36K ﹤0.01%
2,090
420
$36K ﹤0.01%
882
+30
421
$36K ﹤0.01%
2,556
422
$35K ﹤0.01%
184
+57
423
$35K ﹤0.01%
680
424
$35K ﹤0.01%
1,415
425
$35K ﹤0.01%
875
15 16
17
18 19