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
$2.2B
AUM Growth
+$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$5.17M
3
+$3.98M
4
NU icon
Nu Holdings
NU
+$3.07M
5
DNA icon
Ginkgo Bioworks
DNA
+$2.68M

Top Sells

1
+$5.08M
2
+$4.15M
3
+$2.95M
4
NTES icon
NetEase
NTES
+$2.61M
5
GM icon
General Motors
GM
+$2.42M

Sector Composition

1 Consumer Discretionary 36.99%
2 Technology 18.73%
3 Healthcare 8.89%
4 Financials 8.61%
5 Consumer Staples 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$13K ﹤0.01%
369
-368
702
$13K ﹤0.01%
416
703
$13K ﹤0.01%
195
704
$13K ﹤0.01%
+400
705
$13K ﹤0.01%
300
706
$13K ﹤0.01%
45
-2
707
$13K ﹤0.01%
380
708
$13K ﹤0.01%
225
-1,020
709
$13K ﹤0.01%
500
710
$13K ﹤0.01%
470
+280
711
$13K ﹤0.01%
452
712
$13K ﹤0.01%
570
713
$13K ﹤0.01%
195
-13
714
$12K ﹤0.01%
400
715
$12K ﹤0.01%
145
716
$12K ﹤0.01%
429
-51
717
$12K ﹤0.01%
400
718
$12K ﹤0.01%
107
719
$12K ﹤0.01%
248
720
$12K ﹤0.01%
310
721
$12K ﹤0.01%
130
722
$12K ﹤0.01%
415
723
$12K ﹤0.01%
+275
724
$12K ﹤0.01%
256
725
$12K ﹤0.01%
1,000
27 28
29
30 31