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
626
$28.5K ﹤0.01%
154
627
$28.3K ﹤0.01%
495
628
$28.3K ﹤0.01%
295
-60
629
$28.2K ﹤0.01%
276
630
$28.2K ﹤0.01%
57,452
-28,850
631
$28.1K ﹤0.01%
300
632
$28K ﹤0.01%
824
+531
633
$27.8K ﹤0.01%
750
-250
634
$27.5K ﹤0.01%
603
635
$27.3K ﹤0.01%
+410
636
$27.1K ﹤0.01%
420
-5,765
637
$26.9K ﹤0.01%
487
638
$26.9K ﹤0.01%
450
639
$26.8K ﹤0.01%
110
640
$26.7K ﹤0.01%
300
641
$26.5K ﹤0.01%
1,200
642
$26.5K ﹤0.01%
200
643
$26K ﹤0.01%
541
644
$26K ﹤0.01%
1,025
645
$25.8K ﹤0.01%
155
646
$25.8K ﹤0.01%
904
647
$25.8K ﹤0.01%
364
648
$25.7K ﹤0.01%
500
649
$25.7K ﹤0.01%
1,600
-500
650
$25.5K ﹤0.01%
391
24 25
26
27 28