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
701
$16.7K ﹤0.01%
200
-100
702
$16.7K ﹤0.01%
300
703
$16.5K ﹤0.01%
235
704
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122
705
$16.4K ﹤0.01%
40,115
-17,337
706
$16.4K ﹤0.01%
168
707
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220
708
$16.3K ﹤0.01%
310
709
$16.2K ﹤0.01%
1,665
710
$16.2K ﹤0.01%
794
711
$16.2K ﹤0.01%
870
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712
$16.1K ﹤0.01%
219
713
$16.1K ﹤0.01%
500
714
$16.1K ﹤0.01%
291
715
$16K ﹤0.01%
157
716
$15.9K ﹤0.01%
500
717
$15.8K ﹤0.01%
400
718
$15.8K ﹤0.01%
579
719
$15.4K ﹤0.01%
310
720
$15.4K ﹤0.01%
203
721
$15.2K ﹤0.01%
357
722
$15.2K ﹤0.01%
202
723
$14.8K ﹤0.01%
18
724
$14.8K ﹤0.01%
415
725
$14.7K ﹤0.01%
355
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