SIC

Salem Investment Counselors Portfolio holdings

AUM $3.54B
1-Year Est. Return 30.41%
This Quarter Est. Return
1 Year Est. Return
+30.41%
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 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$28K ﹤0.01%
1,039
452
$27K ﹤0.01%
150
453
$27K ﹤0.01%
500
454
$27K ﹤0.01%
1,000
455
$27K ﹤0.01%
4,095
456
$26K ﹤0.01%
500
457
$26K ﹤0.01%
2,000
458
$26K ﹤0.01%
81
-16
459
$26K ﹤0.01%
+280
460
$26K ﹤0.01%
800
461
$26K ﹤0.01%
858
462
$26K ﹤0.01%
500
463
$25K ﹤0.01%
250
464
$25K ﹤0.01%
240
465
$25K ﹤0.01%
1,588
466
$25K ﹤0.01%
1,293
-7,650
467
$25K ﹤0.01%
122
468
$25K ﹤0.01%
150
469
$24K ﹤0.01%
3,700
470
$24K ﹤0.01%
456
471
$24K ﹤0.01%
616
472
$24K ﹤0.01%
50
473
$24K ﹤0.01%
600
474
$24K ﹤0.01%
292
475
$23K ﹤0.01%
1,550
+800
17 18
19
20 21