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
626
$4K ﹤0.01%
72
627
$4K ﹤0.01%
80
628
$4K ﹤0.01%
216
629
$4K ﹤0.01%
36
630
$4K ﹤0.01%
635
631
$3K ﹤0.01%
943
632
$3K ﹤0.01%
+95
633
$3K ﹤0.01%
100
634
$3K ﹤0.01%
20
635
$3K ﹤0.01%
83
636
$3K ﹤0.01%
+550
637
$3K ﹤0.01%
250
638
$3K ﹤0.01%
181
-2,500
639
$3K ﹤0.01%
13
640
$3K ﹤0.01%
486
641
$3K ﹤0.01%
25
-49
642
$3K ﹤0.01%
200
643
$3K ﹤0.01%
100
644
$3K ﹤0.01%
83
645
$3K ﹤0.01%
174
646
$3K ﹤0.01%
850
647
$2K ﹤0.01%
35
648
$2K ﹤0.01%
35
649
$2K ﹤0.01%
3
650
$2K ﹤0.01%
200
24 25
26
27 28