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
576
$36.9K ﹤0.01%
1,350
577
$36.3K ﹤0.01%
2,026
+2,000
578
$36.2K ﹤0.01%
650
579
$36.1K ﹤0.01%
445
+192
580
$36K ﹤0.01%
700
581
$35.8K ﹤0.01%
500
582
$35.7K ﹤0.01%
475
+100
583
$35.7K ﹤0.01%
275
584
$35.4K ﹤0.01%
500
585
$34.9K ﹤0.01%
2,998
586
$34.6K ﹤0.01%
354
587
$34.5K ﹤0.01%
300
588
$34.2K ﹤0.01%
1,425
589
$34.1K ﹤0.01%
1,820
+880
590
$33.8K ﹤0.01%
1,945
591
$33.8K ﹤0.01%
5,826
592
$33.7K ﹤0.01%
3,483
593
$33.6K ﹤0.01%
3,000
+2,537
594
$33.6K ﹤0.01%
357
595
$33.5K ﹤0.01%
400
596
$33.5K ﹤0.01%
400
-275
597
$33.3K ﹤0.01%
500
598
$32.9K ﹤0.01%
518
599
$32.8K ﹤0.01%
800
600
$32.7K ﹤0.01%
280
-350
22 23
24
25 26