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
651
$25.5K ﹤0.01%
636
+488
652
$25.1K ﹤0.01%
752
653
$25K ﹤0.01%
+3,800
654
$25K ﹤0.01%
+480
655
$24.8K ﹤0.01%
1,300
656
$24.6K ﹤0.01%
+901
657
$24.6K ﹤0.01%
794
658
$24.5K ﹤0.01%
1,000
659
$24.5K ﹤0.01%
1,800
-2,366
660
$24.5K ﹤0.01%
750
-1,150
661
$24.2K ﹤0.01%
259
+46
662
$24.1K ﹤0.01%
285
663
$24.1K ﹤0.01%
1,525
664
$24K ﹤0.01%
+386
665
$24K ﹤0.01%
558
666
$23.7K ﹤0.01%
450
667
$23.6K ﹤0.01%
902
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668
$23.3K ﹤0.01%
2,000
669
$23.3K ﹤0.01%
95
-100
670
$23.2K ﹤0.01%
1,500
671
$22.5K ﹤0.01%
128
+112
672
$22.4K ﹤0.01%
520
+249
673
$22.2K ﹤0.01%
650
-600
674
$22.2K ﹤0.01%
285
675
$22.1K ﹤0.01%
452
+99
25 26
27
28 29