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
$2.63B
AUM Growth
-$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,202
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$3.88M
3
+$3.62M
4
NU icon
Nu Holdings
NU
+$2.78M
5
HSIC icon
Henry Schein
HSIC
+$2.58M

Top Sells

1
+$8.09M
2
+$8M
3
+$3.63M
4
BWA icon
BorgWarner
BWA
+$3.26M
5
SWKS icon
Skyworks Solutions
SWKS
+$2.58M

Sector Composition

1 Consumer Discretionary 35.03%
2 Technology 20.98%
3 Healthcare 8.55%
4 Financials 8.13%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$92.5K ﹤0.01%
4,000
427
$92.3K ﹤0.01%
599
428
$92.2K ﹤0.01%
1,361
-1,506
429
$91.3K ﹤0.01%
884
-108
430
$91.3K ﹤0.01%
353
+7
431
$90.4K ﹤0.01%
260
+2
432
$89.1K ﹤0.01%
325
433
$88.7K ﹤0.01%
1,386
+56
434
$88.4K ﹤0.01%
1,032
435
$87.7K ﹤0.01%
1,124
436
$87.6K ﹤0.01%
3,240
437
$87.5K ﹤0.01%
862
438
$87.3K ﹤0.01%
224
439
$86.9K ﹤0.01%
816
+141
440
$86.2K ﹤0.01%
27,634
441
$85.8K ﹤0.01%
2,302
+1,293
442
$85.3K ﹤0.01%
1,544
443
$84.6K ﹤0.01%
1,927
444
$84.6K ﹤0.01%
1,167
-150
445
$83.6K ﹤0.01%
1,120
446
$83.6K ﹤0.01%
1,560
447
$82.9K ﹤0.01%
1,188
448
$82.6K ﹤0.01%
826
449
$82.2K ﹤0.01%
968
450
$81.9K ﹤0.01%
1,805
+1,775
16 17
18
19 20