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
551
$41.9K ﹤0.01%
1,818
552
$41.8K ﹤0.01%
668
553
$41.8K ﹤0.01%
231
554
$41.8K ﹤0.01%
1,979
555
$41.5K ﹤0.01%
1,559
-47
556
$41.4K ﹤0.01%
140
+15
557
$41.4K ﹤0.01%
1,380
558
$41.3K ﹤0.01%
580
+200
559
$40.4K ﹤0.01%
1,009
+506
560
$40.3K ﹤0.01%
1,468
561
$40K ﹤0.01%
415
562
$39.7K ﹤0.01%
3,708
563
$39.2K ﹤0.01%
300
564
$39K ﹤0.01%
1,493
565
$38.9K ﹤0.01%
573
566
$38.9K ﹤0.01%
172
567
$38.5K ﹤0.01%
900
568
$38.4K ﹤0.01%
953
569
$38.4K ﹤0.01%
1,677
-1,164
570
$38.3K ﹤0.01%
1,518
571
$38.1K ﹤0.01%
8,933
572
$37.9K ﹤0.01%
263
+158
573
$37.7K ﹤0.01%
503
574
$37.4K ﹤0.01%
2,700
+1,200
575
$37.2K ﹤0.01%
1,310
21 22
23
24 25