SIC

Salem Investment Counselors Portfolio holdings

AUM $3.54B
1-Year Est. Return 30.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.92B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,170
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$3.5M
3
+$2.47M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.39M
5
NU icon
Nu Holdings
NU
+$2.01M

Top Sells

1
+$3.33M
2
+$2.94M
3
+$2.68M
4
ABNB icon
Airbnb
ABNB
+$1.99M
5
TROW icon
T. Rowe Price
TROW
+$1.66M

Sector Composition

1 Consumer Discretionary 34.73%
2 Technology 21.85%
3 Financials 8.5%
4 Healthcare 8.3%
5 Communication Services 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$23.1K ﹤0.01%
+4,900
677
$23K ﹤0.01%
45
678
$22.5K ﹤0.01%
862
-34
679
$22.5K ﹤0.01%
364
680
$22K ﹤0.01%
+674
681
$21.9K ﹤0.01%
3,800
682
$21.8K ﹤0.01%
250
-45
683
$21.5K ﹤0.01%
492
-260
684
$21.5K ﹤0.01%
1,000
-10
685
$21.5K ﹤0.01%
2,611
+50
686
$21.4K ﹤0.01%
943
687
$21.4K ﹤0.01%
100
688
$20.9K ﹤0.01%
203
689
$20.7K ﹤0.01%
60
690
$20.7K ﹤0.01%
725
691
$20.6K ﹤0.01%
371
-891
692
$20.6K ﹤0.01%
+100
693
$20.4K ﹤0.01%
124
694
$20.2K ﹤0.01%
123
695
$19.8K ﹤0.01%
259
696
$19.7K ﹤0.01%
550
697
$19.7K ﹤0.01%
+2,000
698
$19.7K ﹤0.01%
168
699
$19.6K ﹤0.01%
200
700
$19.6K ﹤0.01%
621
-200
26 27
28
29 30