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
401
$111K ﹤0.01%
1,860
-123,041
402
$109K ﹤0.01%
1,947
-4
403
$109K ﹤0.01%
800
-142
404
$108K ﹤0.01%
21,510
405
$107K ﹤0.01%
3,207
+947
406
$107K ﹤0.01%
985
+252
407
$107K ﹤0.01%
1,560
+158
408
$106K ﹤0.01%
199
+10
409
$106K ﹤0.01%
560
410
$105K ﹤0.01%
303
411
$104K ﹤0.01%
1,775
412
$103K ﹤0.01%
705
413
$103K ﹤0.01%
1,900
414
$101K ﹤0.01%
1,124
415
$100K ﹤0.01%
518
-20
416
$99.7K ﹤0.01%
1,328
-10
417
$98.8K ﹤0.01%
1,317
418
$98K ﹤0.01%
1,935
+129
419
$98K ﹤0.01%
418
+15
420
$97.7K ﹤0.01%
2,500
421
$97.6K ﹤0.01%
5,372
422
$96.9K ﹤0.01%
1,530
423
$96.6K ﹤0.01%
3,000
-500
424
$96.1K ﹤0.01%
968
425
$95.1K ﹤0.01%
30,000
15 16
17
18 19