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
751
$15.5K ﹤0.01%
+873
752
$15.4K ﹤0.01%
579
753
$15.2K ﹤0.01%
517
+102
754
$15.1K ﹤0.01%
229
755
$15K ﹤0.01%
418
756
$15K ﹤0.01%
501
757
$15K ﹤0.01%
90
758
$14.7K ﹤0.01%
250
759
$14.6K ﹤0.01%
3,223
+1,500
760
$14.6K ﹤0.01%
327
761
$14.4K ﹤0.01%
255
762
$14.1K ﹤0.01%
416
763
$14.1K ﹤0.01%
415
764
$14.1K ﹤0.01%
300
765
$14K ﹤0.01%
259
-281
766
$13.8K ﹤0.01%
+153
767
$13.7K ﹤0.01%
500
768
$13.7K ﹤0.01%
+70
769
$13.6K ﹤0.01%
439
770
$13.5K ﹤0.01%
452
771
$13.5K ﹤0.01%
59
772
$13.5K ﹤0.01%
+131
773
$13.4K ﹤0.01%
401
774
$13.3K ﹤0.01%
369
+14
775
$13.2K ﹤0.01%
3,037
29 30
31
32 33