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
601
$32.6K ﹤0.01%
1,075
602
$32.5K ﹤0.01%
100
603
$32.5K ﹤0.01%
47
-46
604
$32.4K ﹤0.01%
282
605
$32.4K ﹤0.01%
177
606
$32.3K ﹤0.01%
3,154
607
$32.3K ﹤0.01%
207
608
$32.2K ﹤0.01%
874
-60
609
$31.8K ﹤0.01%
500
610
$31.5K ﹤0.01%
892
-67
611
$31K ﹤0.01%
550
612
$30.9K ﹤0.01%
9,725
+300
613
$30.8K ﹤0.01%
137
614
$30.8K ﹤0.01%
613
-120
615
$30.8K ﹤0.01%
102
-92
616
$30.7K ﹤0.01%
200
617
$30.6K ﹤0.01%
633
-77
618
$30.5K ﹤0.01%
145
619
$30.4K ﹤0.01%
476
+30
620
$30.1K ﹤0.01%
2,898
621
$30.1K ﹤0.01%
1,650
622
$29.9K ﹤0.01%
+616
623
$29.8K ﹤0.01%
476
624
$29.3K ﹤0.01%
86
625
$28.8K ﹤0.01%
357
23 24
25
26 27