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
676
$19.6K ﹤0.01%
128
677
$19.2K ﹤0.01%
124
678
$19.1K ﹤0.01%
904
679
$18.9K ﹤0.01%
231
680
$18.9K ﹤0.01%
203
681
$18.7K ﹤0.01%
1,300
682
$18.6K ﹤0.01%
500
683
$18.2K ﹤0.01%
100
684
$18.2K ﹤0.01%
725
685
$17.9K ﹤0.01%
440
-110
686
$17.8K ﹤0.01%
259
687
$17.7K ﹤0.01%
123
+3
688
$17.7K ﹤0.01%
156
689
$17.6K ﹤0.01%
225
-725
690
$17.5K ﹤0.01%
30
691
$17.4K ﹤0.01%
45
692
$17.3K ﹤0.01%
1,250
693
$17.2K ﹤0.01%
80
694
$17.2K ﹤0.01%
1,184
695
$17K ﹤0.01%
134
696
$17K ﹤0.01%
1,150
-350
697
$17K ﹤0.01%
449
698
$16.9K ﹤0.01%
+201
699
$16.8K ﹤0.01%
66
700
$16.8K ﹤0.01%
300
26 27
28
29 30