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
$2.63B
AUM Growth
-$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,202
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$3.88M
3
+$3.62M
4
NU icon
Nu Holdings
NU
+$2.78M
5
HSIC icon
Henry Schein
HSIC
+$2.58M

Top Sells

1
+$8.09M
2
+$8M
3
+$3.63M
4
BWA icon
BorgWarner
BWA
+$3.26M
5
SWKS icon
Skyworks Solutions
SWKS
+$2.58M

Sector Composition

1 Consumer Discretionary 35.03%
2 Technology 20.98%
3 Healthcare 8.55%
4 Financials 8.13%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$23.4K ﹤0.01%
480
652
$23.4K ﹤0.01%
60
653
$23.3K ﹤0.01%
450
654
$23K ﹤0.01%
821
-53
655
$22.9K ﹤0.01%
2,700
656
$22.6K ﹤0.01%
896
-6
657
$22.6K ﹤0.01%
550
-100
658
$22.3K ﹤0.01%
3,800
659
$22.2K ﹤0.01%
295
660
$22.1K ﹤0.01%
285
661
$22K ﹤0.01%
2,898
662
$21.3K ﹤0.01%
2,561
663
$21.2K ﹤0.01%
800
664
$21.2K ﹤0.01%
279
665
$21.2K ﹤0.01%
364
666
$21.1K ﹤0.01%
285
667
$21.1K ﹤0.01%
901
668
$20.8K ﹤0.01%
1,000
669
$20.6K ﹤0.01%
+1,200
670
$20.6K ﹤0.01%
794
671
$20.1K ﹤0.01%
46
672
$20K ﹤0.01%
1,010
+10
673
$19.9K ﹤0.01%
1,460
+649
674
$19.8K ﹤0.01%
310
675
$19.7K ﹤0.01%
98
25 26
27
28 29