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
$2.75B
AUM Growth
+$259M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,214
New
Increased
Reduced
Closed

Top Buys

1 +$4.5M
2 +$4.46M
3 +$2.48M
4
NU icon
Nu Holdings
NU
+$2M
5
PLTR icon
Palantir
PLTR
+$1.94M

Top Sells

1 +$13.4M
2 +$7.36M
3 +$4.26M
4
NVDA icon
NVIDIA
NVDA
+$3.72M
5
LOB icon
Live Oak Bancshares
LOB
+$3.71M

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
726
$17K ﹤0.01%
357
-1,442
727
$16.9K ﹤0.01%
+300
728
$16.8K ﹤0.01%
400
729
$16.8K ﹤0.01%
500
730
$16.7K ﹤0.01%
815
731
$16.6K ﹤0.01%
+617
732
$16.5K ﹤0.01%
124
733
$16.5K ﹤0.01%
220
734
$16.5K ﹤0.01%
291
735
$16.5K ﹤0.01%
1,455
736
$16.4K ﹤0.01%
1,000
737
$16.4K ﹤0.01%
1,000
738
$16.3K ﹤0.01%
200
739
$16K ﹤0.01%
203
+145
740
$16K ﹤0.01%
6,140
741
$15.8K ﹤0.01%
202
742
$15.8K ﹤0.01%
400
743
$15.8K ﹤0.01%
794
744
$15.8K ﹤0.01%
875
+530
745
$15.6K ﹤0.01%
275
746
$15.6K ﹤0.01%
310
747
$15.5K ﹤0.01%
200
748
$15.5K ﹤0.01%
500
749
$15.5K ﹤0.01%
157
750
$15.5K ﹤0.01%
+1,099