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
$1.31B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$4.98M
3
+$3.5M
4
NVDA icon
NVIDIA
NVDA
+$2.82M
5
MRVL icon
Marvell Technology
MRVL
+$2.62M

Top Sells

1
+$3.35M
2
+$1.88M
3
+$1.61M
4
OTIS icon
Otis Worldwide
OTIS
+$1.4M
5
CARR icon
Carrier Global
CARR
+$1.37M

Sector Composition

1 Technology 27.21%
2 Consumer Discretionary 14.79%
3 Financials 10.6%
4 Healthcare 9.84%
5 Communication Services 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$11K ﹤0.01%
312
-37,269
552
$10K ﹤0.01%
+200
553
$10K ﹤0.01%
410
554
$10K ﹤0.01%
47
+25
555
$10K ﹤0.01%
+212
556
$10K ﹤0.01%
311
557
$10K ﹤0.01%
310
558
$10K ﹤0.01%
+250
559
$10K ﹤0.01%
263
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560
$9K ﹤0.01%
+100
561
$9K ﹤0.01%
150
562
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563
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564
$9K ﹤0.01%
150
565
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566
$8K ﹤0.01%
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567
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570
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146
573
$8K ﹤0.01%
434
574
$8K ﹤0.01%
+10
575
$8K ﹤0.01%
250
-21,000
21 22
23
24 25