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
701
$19K ﹤0.01%
66
702
$18.9K ﹤0.01%
264
703
$18.8K ﹤0.01%
310
704
$18.7K ﹤0.01%
231
705
$18.6K ﹤0.01%
5,853
+2,000
706
$18.6K ﹤0.01%
100
707
$18.5K ﹤0.01%
60
708
$18.5K ﹤0.01%
133
-30
709
$18.4K ﹤0.01%
46
710
$18.3K ﹤0.01%
1,950
+1,450
711
$18.3K ﹤0.01%
725
712
$18.3K ﹤0.01%
+449
713
$18.1K ﹤0.01%
1,665
714
$18.1K ﹤0.01%
80
715
$18K ﹤0.01%
+156
716
$18K ﹤0.01%
+276
717
$17.9K ﹤0.01%
120
-149
718
$17.8K ﹤0.01%
134
719
$17.6K ﹤0.01%
1,184
720
$17.4K ﹤0.01%
600
721
$17.4K ﹤0.01%
357
722
$17.1K ﹤0.01%
30
723
$17.1K ﹤0.01%
4,813
724
$17K ﹤0.01%
45
725
$17K ﹤0.01%
219
27 28
29
30 31