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
$2.63B
AUM Growth
-$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,202
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$3.88M
3
+$3.62M
4
NU icon
Nu Holdings
NU
+$2.78M
5
HSIC icon
Henry Schein
HSIC
+$2.58M

Top Sells

1
+$8.09M
2
+$8M
3
+$3.63M
4
BWA icon
BorgWarner
BWA
+$3.26M
5
SWKS icon
Skyworks Solutions
SWKS
+$2.58M

Sector Composition

1 Consumer Discretionary 35.03%
2 Technology 20.98%
3 Healthcare 8.55%
4 Financials 8.13%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$37.1K ﹤0.01%
1,650
577
$36.9K ﹤0.01%
300
578
$36.8K ﹤0.01%
1,518
579
$36.3K ﹤0.01%
600
-350
580
$35.7K ﹤0.01%
357
581
$35.5K ﹤0.01%
580
582
$35.4K ﹤0.01%
7,000
+2,000
583
$35K ﹤0.01%
137
584
$35K ﹤0.01%
950
-159
585
$34.8K ﹤0.01%
475
586
$34.7K ﹤0.01%
429
-16
587
$34.5K ﹤0.01%
458
-200
588
$34.5K ﹤0.01%
1,564
-113
589
$34.2K ﹤0.01%
500
590
$34K ﹤0.01%
400
591
$33.9K ﹤0.01%
603
592
$33.7K ﹤0.01%
354
593
$33.6K ﹤0.01%
476
594
$33.6K ﹤0.01%
378
+119
595
$33.5K ﹤0.01%
650
596
$33.4K ﹤0.01%
1,600
597
$33.3K ﹤0.01%
300
598
$33.2K ﹤0.01%
370
-80
599
$33.1K ﹤0.01%
140
600
$33.1K ﹤0.01%
1,820
22 23
24
25 26