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
$3.32B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,235
New
Increased
Reduced
Closed

Top Buys

1
+$29.1M
2
+$5.22M
3
+$2.4M
4
ZS icon
Zscaler
ZS
+$1.63M
5
DELL icon
Dell
DELL
+$1.39M

Top Sells

1
+$30M
2
+$20.3M
3
+$5.8M
4
WSM icon
Williams-Sonoma
WSM
+$4.53M
5
CRWD icon
CrowdStrike
CRWD
+$3.42M

Sector Composition

1 Consumer Discretionary 26.6%
2 Technology 26.31%
3 Healthcare 9.45%
4 Financials 9.23%
5 Communication Services 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$25.8K ﹤0.01%
3,517
+8
702
$25.7K ﹤0.01%
657
703
$25.2K ﹤0.01%
155
704
$25.2K ﹤0.01%
225
-25
705
$25.2K ﹤0.01%
725
706
$24.9K ﹤0.01%
197
707
$24.5K ﹤0.01%
147
708
$24.3K ﹤0.01%
2,975
709
$24K ﹤0.01%
500
710
$23.7K ﹤0.01%
120
711
$23K ﹤0.01%
310
712
$22.7K ﹤0.01%
394
+32
713
$22.6K ﹤0.01%
3,075
714
$22.5K ﹤0.01%
+854
715
$22.2K ﹤0.01%
246
-100
716
$22.2K ﹤0.01%
176
717
$22K ﹤0.01%
355
718
$22K ﹤0.01%
200
719
$21.5K ﹤0.01%
298
720
$21.4K ﹤0.01%
160
+50
721
$21K ﹤0.01%
300
-200
722
$20.9K ﹤0.01%
320
+40
723
$20.7K ﹤0.01%
+461
724
$20.6K ﹤0.01%
200
725
$20.5K ﹤0.01%
125
27 28
29
30 31