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
426
$35K ﹤0.01%
2,500
-656
427
$35K ﹤0.01%
158
428
$34K ﹤0.01%
1,100
-60,690
429
$34K ﹤0.01%
1,493
430
$34K ﹤0.01%
780
431
$34K ﹤0.01%
198
432
$33K ﹤0.01%
515
433
$33K ﹤0.01%
7,500
434
$32K ﹤0.01%
348
435
$32K ﹤0.01%
500
436
$32K ﹤0.01%
1,125
+500
437
$32K ﹤0.01%
225
-75
438
$32K ﹤0.01%
125
439
$31K ﹤0.01%
750
440
$31K ﹤0.01%
469
441
$30K ﹤0.01%
225
+75
442
$30K ﹤0.01%
400
443
$30K ﹤0.01%
379
444
$29K ﹤0.01%
25
445
$29K ﹤0.01%
17
446
$29K ﹤0.01%
700
447
$29K ﹤0.01%
133
448
$29K ﹤0.01%
200
449
$28K ﹤0.01%
97
450
$28K ﹤0.01%
600
16 17
18
19 20