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
476
$70K ﹤0.01%
3,700
-500
477
$69.9K ﹤0.01%
1,970
+1,187
478
$69.7K ﹤0.01%
356
479
$68.8K ﹤0.01%
+2,980
480
$68.1K ﹤0.01%
699
+388
481
$68K ﹤0.01%
629
+116
482
$68K ﹤0.01%
1,888
483
$67.1K ﹤0.01%
1,825
-5
484
$66.1K ﹤0.01%
1,120
485
$65.4K ﹤0.01%
581
486
$63.9K ﹤0.01%
2,085
-719
487
$63.4K ﹤0.01%
670
+140
488
$63.4K ﹤0.01%
1,348
+444
489
$63.2K ﹤0.01%
+1,850
490
$61.6K ﹤0.01%
496
491
$60.9K ﹤0.01%
1,599
492
$60.7K ﹤0.01%
675
493
$60.4K ﹤0.01%
2,000
494
$60.4K ﹤0.01%
812
+101
495
$60K ﹤0.01%
950
+350
496
$59.4K ﹤0.01%
734
497
$59.2K ﹤0.01%
930
498
$58.9K ﹤0.01%
590
-1,200
499
$58.7K ﹤0.01%
201
500
$57.6K ﹤0.01%
650
18 19
20
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