SIC

Salem Investment Counselors Portfolio holdings

AUM $2.76B
1-Year Est. Return 32.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.1%
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
+$4.4M
2
+$3.4M
3
+$2.17M
4
NU icon
Nu Holdings
NU
+$1.56M
5
PLTR icon
Palantir
PLTR
+$1.44M

Top Sells

1
+$13M
2
+$5.98M
3
+$4.1M
4
LOB icon
Live Oak Bancshares
LOB
+$3.32M
5
NVDA icon
NVIDIA
NVDA
+$2.92M

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
426
$95K ﹤0.01%
599
427
$94.1K ﹤0.01%
1,002
428
$93.2K ﹤0.01%
814
429
$92.4K ﹤0.01%
1,330
430
$92.3K ﹤0.01%
862
431
$92.3K ﹤0.01%
4,000
-125
432
$91.3K ﹤0.01%
346
-59
433
$90.8K ﹤0.01%
258
434
$90.8K ﹤0.01%
1,032
435
$89.7K ﹤0.01%
459
436
$87.8K ﹤0.01%
519
437
$87.4K ﹤0.01%
224
438
$87.1K ﹤0.01%
758
439
$86.6K ﹤0.01%
325
440
$86.4K ﹤0.01%
1,188
-225
441
$86.1K ﹤0.01%
307
442
$85.7K ﹤0.01%
1,084
-9
443
$84.6K ﹤0.01%
1,681
-1,706
444
$84.5K ﹤0.01%
1,544
445
$83.5K ﹤0.01%
+2,002
446
$83.3K ﹤0.01%
826
+14
447
$82.7K ﹤0.01%
560
448
$82.5K ﹤0.01%
180
449
$82.5K ﹤0.01%
1,070
+198
450
$82K ﹤0.01%
279
16 17
18
19 20