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
526
$48.5K ﹤0.01%
779
527
$48.4K ﹤0.01%
282
+275
528
$48.2K ﹤0.01%
714
-20,944
529
$48.1K ﹤0.01%
297
530
$47K ﹤0.01%
277
-6
531
$46.7K ﹤0.01%
783
+99
532
$46.3K ﹤0.01%
948
533
$46K ﹤0.01%
5,239
534
$45.9K ﹤0.01%
2,223
+1,848
535
$45.6K ﹤0.01%
400
536
$45.5K ﹤0.01%
446
-250
537
$45.1K ﹤0.01%
750
538
$44.9K ﹤0.01%
710
539
$44.6K ﹤0.01%
1,950
540
$44.5K ﹤0.01%
400
541
$44.4K ﹤0.01%
755
542
$44.3K ﹤0.01%
884
+3
543
$44.1K ﹤0.01%
290
544
$43.5K ﹤0.01%
500
545
$43.3K ﹤0.01%
1,109
+149
546
$43.2K ﹤0.01%
470
-52
547
$42.8K ﹤0.01%
450
-9
548
$42.5K ﹤0.01%
740
+140
549
$42.4K ﹤0.01%
260
550
$42.2K ﹤0.01%
431
-149
20 21
22
23 24