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
451
$82K ﹤0.01%
3,240
452
$81.4K ﹤0.01%
549
453
$81.1K ﹤0.01%
1,927
454
$79.9K ﹤0.01%
5,400
455
$79.8K ﹤0.01%
728
456
$79.8K ﹤0.01%
6,000
457
$79.7K ﹤0.01%
2,363
+1,204
458
$78.3K ﹤0.01%
523
+267
459
$77.6K ﹤0.01%
13,780
460
$77.4K ﹤0.01%
565
461
$77K ﹤0.01%
223
462
$76.9K ﹤0.01%
936
+10
463
$76.7K ﹤0.01%
1,500
464
$76.6K ﹤0.01%
2,106
+50
465
$76K ﹤0.01%
931
466
$75.9K ﹤0.01%
2,207
467
$75.2K ﹤0.01%
+1,967
468
$74.6K ﹤0.01%
+795
469
$74.3K ﹤0.01%
3,572
-1,073
470
$73.5K ﹤0.01%
+5,000
471
$73.4K ﹤0.01%
950
+800
472
$73K ﹤0.01%
508
+45
473
$72.1K ﹤0.01%
3,831
+119
474
$71.8K ﹤0.01%
2,000
475
$71.7K ﹤0.01%
510
17 18
19
20 21