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
751
$13K ﹤0.01%
401
752
$13K ﹤0.01%
346
753
$13K ﹤0.01%
300
754
$13K ﹤0.01%
416
755
$12.9K ﹤0.01%
122
-155
756
$12.9K ﹤0.01%
195
757
$12.8K ﹤0.01%
145
758
$12.8K ﹤0.01%
3,223
759
$12.6K ﹤0.01%
61
760
$12.6K ﹤0.01%
228
761
$12.5K ﹤0.01%
256
-196
762
$12.3K ﹤0.01%
500
763
$12.2K ﹤0.01%
700
764
$12.2K ﹤0.01%
249
765
$12.1K ﹤0.01%
241
766
$11.9K ﹤0.01%
126
767
$11.9K ﹤0.01%
600
768
$11.8K ﹤0.01%
452
769
$11.8K ﹤0.01%
280
+180
770
$11.7K ﹤0.01%
141
771
$11.6K ﹤0.01%
1,082
772
$11.6K ﹤0.01%
200
773
$11.5K ﹤0.01%
132
774
$11.5K ﹤0.01%
248
775
$11.4K ﹤0.01%
300
29 30
31
32 33