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
501
$57K ﹤0.01%
600
502
$57K ﹤0.01%
1,100
503
$56.7K ﹤0.01%
444
-432
504
$56.2K ﹤0.01%
446
-42
505
$55.8K ﹤0.01%
+6,667
506
$55.5K ﹤0.01%
387
+13
507
$55.5K ﹤0.01%
1,614
508
$54.5K ﹤0.01%
505
509
$54.3K ﹤0.01%
3,760
510
$53.7K ﹤0.01%
500
-2
511
$52.9K ﹤0.01%
700
512
$52.6K ﹤0.01%
1,176
+10
513
$52.5K ﹤0.01%
2,375
-10
514
$51.4K ﹤0.01%
349
515
$51.2K ﹤0.01%
443
516
$50.9K ﹤0.01%
2,204
+346
517
$50.7K ﹤0.01%
575
-400
518
$50.6K ﹤0.01%
1,000
519
$50.5K ﹤0.01%
257
520
$50.1K ﹤0.01%
500
521
$49.8K ﹤0.01%
1,415
522
$49.7K ﹤0.01%
658
523
$49.2K ﹤0.01%
558
524
$48.9K ﹤0.01%
288
+88
525
$48.8K ﹤0.01%
264
19 20
21
22 23