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
$3.05B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,243
New
Increased
Reduced
Closed

Top Buys

1
+$5.16M
2
+$3.64M
3
+$3.25M
4
PNC icon
PNC Financial Services
PNC
+$2.99M
5
DNA icon
Ginkgo Bioworks
DNA
+$2.9M

Top Sells

1
+$319M
2
+$2.54M
3
+$2.42M
4
SPLK
Splunk Inc
SPLK
+$1.31M
5
VKTX icon
Viking Therapeutics
VKTX
+$1.24M

Sector Composition

1 Consumer Discretionary 27.71%
2 Technology 24.54%
3 Healthcare 9.5%
4 Financials 9.49%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$57.5K ﹤0.01%
195
527
$57.3K ﹤0.01%
1,000
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$56K ﹤0.01%
714
529
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530
$55.8K ﹤0.01%
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531
$55.6K ﹤0.01%
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$55.2K ﹤0.01%
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$55.1K ﹤0.01%
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534
$54.9K ﹤0.01%
1,010
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535
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536
$54.7K ﹤0.01%
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$54.6K ﹤0.01%
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539
$53.9K ﹤0.01%
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545
$53.2K ﹤0.01%
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$52.2K ﹤0.01%
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547
$50.6K ﹤0.01%
610
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$50.4K ﹤0.01%
234
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549
$50.1K ﹤0.01%
1,380
550
$49.9K ﹤0.01%
3,708
20 21
22
23 24