SIC
Salem Investment Counselors Portfolio holdings
AUM
$3.16B
1-Year Return
24.15%
This Quarter Return
-1.2%
1 Year Return
+24.15%
3 Year Return
+109.63%
5 Year Return
+182.24%
10 Year Return
+416.27%
AUM
$2.2B
AUM Growth
+$2.06M
(+0.09%)
Cap. Flow
+$50M
Cap. Flow
% of AUM
2.28%
Top 10 Holdings %
Top 10 Hldgs %
53.04%
Holding
1,174
New
44
Increased
223
Reduced
217
Closed
74
Top Buys
| 1 |
Lowe's Companies
LOW
|
+$30.2M |
| 2 |
Meta Platforms (Facebook)
META
|
+$5.17M |
| 3 |
Palantir
PLTR
|
+$3.98M |
| 4 |
Nu Holdings
NU
|
+$3.07M |
| 5 |
Ginkgo Bioworks
DNA
|
+$2.68M |
Top Sells
| 1 |
TRTN
Triton International Limited
TRTN
|
+$5.08M |
| 2 |
Cisco
CSCO
|
+$4.15M |
| 3 |
Builders FirstSource
BLDR
|
+$2.95M |
| 4 |
NetEase
NTES
|
+$2.61M |
| 5 |
General Motors
GM
|
+$2.42M |
Sector Composition
| 1 | Consumer Discretionary | 36.99% |
| 2 | Technology | 18.73% |
| 3 | Healthcare | 8.89% |
| 4 | Financials | 8.61% |
| 5 | Consumer Staples | 5.84% |
