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
476
$23K ﹤0.01%
1,080
477
$23K ﹤0.01%
637
-162
478
$23K ﹤0.01%
175
479
$23K ﹤0.01%
169
480
$22K ﹤0.01%
400
481
$22K ﹤0.01%
734
-49
482
$22K ﹤0.01%
511
483
$22K ﹤0.01%
500
-24
484
$21K ﹤0.01%
495
485
$21K ﹤0.01%
100
486
$21K ﹤0.01%
450
487
$21K ﹤0.01%
1,750
488
$21K ﹤0.01%
230
-150
489
$21K ﹤0.01%
4,813
490
$21K ﹤0.01%
188
+175
491
$21K ﹤0.01%
640
492
$20K ﹤0.01%
110
493
$20K ﹤0.01%
500
494
$20K ﹤0.01%
500
495
$20K ﹤0.01%
5,239
496
$19K ﹤0.01%
1,200
-355
497
$19K ﹤0.01%
200
498
$19K ﹤0.01%
200
499
$19K ﹤0.01%
1,000
500
$19K ﹤0.01%
2,100
18 19
20
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