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
$3.32B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,235
New
Increased
Reduced
Closed

Top Buys

1 +$29.1M
2 +$5.22M
3 +$2.4M
4
ZS icon
Zscaler
ZS
+$1.63M
5
DELL icon
Dell
DELL
+$1.39M

Top Sells

1 +$30M
2 +$20.3M
3 +$5.8M
4
WSM icon
Williams-Sonoma
WSM
+$4.53M
5
CRWD icon
CrowdStrike
CRWD
+$3.42M

Sector Composition

1 Consumer Discretionary 26.6%
2 Technology 26.31%
3 Healthcare 9.45%
4 Financials 9.23%
5 Communication Services 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$58.4K ﹤0.01%
1,300
552
$58.4K ﹤0.01%
887
553
$57.9K ﹤0.01%
61
+3
554
$57.7K ﹤0.01%
1,380
555
$57.7K ﹤0.01%
+823
556
$57.4K ﹤0.01%
440
557
$57.4K ﹤0.01%
450
+400
558
$57.2K ﹤0.01%
400
559
$57.1K ﹤0.01%
1,600
560
$57.1K ﹤0.01%
758
+44
561
$56.8K ﹤0.01%
750
562
$56.4K ﹤0.01%
234
563
$55.6K ﹤0.01%
280
+80
564
$55.4K ﹤0.01%
3,760
565
$55.1K ﹤0.01%
286
566
$55.1K ﹤0.01%
260
567
$54.5K ﹤0.01%
1,415
568
$54.4K ﹤0.01%
406
+6
569
$54.3K ﹤0.01%
124
570
$53.3K ﹤0.01%
755
571
$52.5K ﹤0.01%
262
-5
572
$52.4K ﹤0.01%
500
573
$51.5K ﹤0.01%
779
574
$50.9K ﹤0.01%
607
575
$50.7K ﹤0.01%
250