SIC

Salem Investment Counselors Portfolio holdings

AUM $2.76B
1-Year Est. Return 32.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.1%
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
+$4.4M
2
+$3.4M
3
+$2.17M
4
NU icon
Nu Holdings
NU
+$1.56M
5
PLTR icon
Palantir
PLTR
+$1.44M

Top Sells

1
+$13M
2
+$5.98M
3
+$4.1M
4
LOB icon
Live Oak Bancshares
LOB
+$3.32M
5
NVDA icon
NVIDIA
NVDA
+$2.92M

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
676
$21.8K ﹤0.01%
+5,500
677
$21.8K ﹤0.01%
228
+96
678
$21.8K ﹤0.01%
800
679
$21.7K ﹤0.01%
146
680
$21.7K ﹤0.01%
943
681
$21.5K ﹤0.01%
2,561
682
$21.5K ﹤0.01%
310
683
$21.2K ﹤0.01%
1,250
+550
684
$21.2K ﹤0.01%
279
685
$21.1K ﹤0.01%
300
686
$20.8K ﹤0.01%
280
+139
687
$20.7K ﹤0.01%
+800
688
$20.7K ﹤0.01%
500
689
$20.6K ﹤0.01%
5,000
690
$20.4K ﹤0.01%
+450
691
$20.3K ﹤0.01%
+617
692
$20.3K ﹤0.01%
98
693
$20K ﹤0.01%
168
694
$19.9K ﹤0.01%
1,000
-500
695
$19.7K ﹤0.01%
203
+53
696
$19.6K ﹤0.01%
445
697
$19.5K ﹤0.01%
235
698
$19.4K ﹤0.01%
1,600
699
$19.2K ﹤0.01%
122
700
$19.1K ﹤0.01%
550
26 27
28
29 30