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
601
$6K ﹤0.01%
46
602
$6K ﹤0.01%
151
+1
603
$6K ﹤0.01%
100
604
$6K ﹤0.01%
89
+3
605
$5K ﹤0.01%
50
606
$5K ﹤0.01%
175
607
$5K ﹤0.01%
85
+35
608
$5K ﹤0.01%
174
609
$5K ﹤0.01%
+103
610
$5K ﹤0.01%
91
-200
611
$5K ﹤0.01%
300
612
$5K ﹤0.01%
500
-10,000
613
$5K ﹤0.01%
150
614
$5K ﹤0.01%
415
615
$5K ﹤0.01%
160
616
$4K ﹤0.01%
443
-50
617
$4K ﹤0.01%
80
618
$4K ﹤0.01%
+1,800
619
$4K ﹤0.01%
125
620
$4K ﹤0.01%
400
621
$4K ﹤0.01%
50
622
$4K ﹤0.01%
150
623
$4K ﹤0.01%
300
624
$4K ﹤0.01%
150
625
$4K ﹤0.01%
52
23 24
25
26 27