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
$3.32B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,235
New
Increased
Reduced
Closed

Top Buys

1
+$29.1M
2
+$5.22M
3
+$2.4M
4
ZS icon
Zscaler
ZS
+$1.63M
5
DELL icon
Dell
DELL
+$1.39M

Top Sells

1
+$30M
2
+$20.3M
3
+$5.8M
4
WSM icon
Williams-Sonoma
WSM
+$4.53M
5
CRWD icon
CrowdStrike
CRWD
+$3.42M

Sector Composition

1 Consumer Discretionary 26.6%
2 Technology 26.31%
3 Healthcare 9.45%
4 Financials 9.23%
5 Communication Services 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$36.3K ﹤0.01%
500
652
$36.3K ﹤0.01%
1,846
-1,500
653
$35.5K ﹤0.01%
12,500
654
$35.5K ﹤0.01%
1,700
-100
655
$34.5K ﹤0.01%
220
656
$34.4K ﹤0.01%
200
-60
657
$34.2K ﹤0.01%
155
-79
658
$34.2K ﹤0.01%
1,787
-150
659
$34.1K ﹤0.01%
139
660
$33.9K ﹤0.01%
301
661
$33.7K ﹤0.01%
235
662
$33.4K ﹤0.01%
3,154
663
$33.2K ﹤0.01%
200
664
$33.1K ﹤0.01%
186
+2
665
$32.9K ﹤0.01%
40
666
$32.8K ﹤0.01%
1,600
+900
667
$32.8K ﹤0.01%
624
-34
668
$32.7K ﹤0.01%
393
-192
669
$32.3K ﹤0.01%
1,669
+422
670
$32K ﹤0.01%
1,020
671
$32K ﹤0.01%
475
672
$32K ﹤0.01%
450
673
$31.7K ﹤0.01%
+500
674
$31.5K ﹤0.01%
631
675
$31.4K ﹤0.01%
421
25 26
27
28 29