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
576
$8K ﹤0.01%
1,190
577
$8K ﹤0.01%
166
578
$8K ﹤0.01%
+75
579
$8K ﹤0.01%
+621
580
$8K ﹤0.01%
24
581
$8K ﹤0.01%
127
582
$7K ﹤0.01%
140
583
$7K ﹤0.01%
325
-400
584
$7K ﹤0.01%
+300
585
$7K ﹤0.01%
+141
586
$7K ﹤0.01%
295
-785
587
$7K ﹤0.01%
60
588
$7K ﹤0.01%
289
589
$7K ﹤0.01%
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590
$7K ﹤0.01%
1,500
591
$7K ﹤0.01%
+30
592
$7K ﹤0.01%
1,000
593
$7K ﹤0.01%
1,818
594
$7K ﹤0.01%
400
595
$6K ﹤0.01%
28
-328
596
$6K ﹤0.01%
+60
597
$6K ﹤0.01%
430
+400
598
$6K ﹤0.01%
+220
599
$6K ﹤0.01%
75
600
$6K ﹤0.01%
57
22 23
24
25 26