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
$1.31B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$4.98M
3
+$3.5M
4
NVDA icon
NVIDIA
NVDA
+$2.82M
5
MRVL icon
Marvell Technology
MRVL
+$2.62M

Top Sells

1
+$3.35M
2
+$1.88M
3
+$1.61M
4
OTIS icon
Otis Worldwide
OTIS
+$1.4M
5
CARR icon
Carrier Global
CARR
+$1.37M

Sector Composition

1 Technology 27.21%
2 Consumer Discretionary 14.79%
3 Financials 10.6%
4 Healthcare 9.84%
5 Communication Services 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
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727
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728
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729
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$0 ﹤0.01%
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731
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50
732
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733
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734
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4
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735
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10
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738
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739
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740
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744
$0 ﹤0.01%
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746
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747
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748
$0 ﹤0.01%
2
749
– –
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750
– –
-20
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