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
$3.05B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,243
New
Increased
Reduced
Closed

Top Buys

1 +$5.16M
2 +$3.64M
3 +$3.25M
4
PNC icon
PNC Financial Services
PNC
+$2.99M
5
DNA icon
Ginkgo Bioworks
DNA
+$2.9M

Top Sells

1 +$319M
2 +$2.54M
3 +$2.42M
4
SPLK
Splunk Inc
SPLK
+$1.31M
5
VKTX icon
Viking Therapeutics
VKTX
+$1.24M

Sector Composition

1 Consumer Discretionary 27.71%
2 Technology 24.54%
3 Healthcare 9.5%
4 Financials 9.49%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$16.4K ﹤0.01%
232
-666
752
$16.3K ﹤0.01%
621
753
$16.3K ﹤0.01%
418
754
$16.2K ﹤0.01%
+161
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$16.2K ﹤0.01%
280
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$16.1K ﹤0.01%
152
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$15.9K ﹤0.01%
61
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$15.8K ﹤0.01%
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$15.7K ﹤0.01%
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$15.5K ﹤0.01%
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$15.4K ﹤0.01%
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$15.3K ﹤0.01%
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$15.3K ﹤0.01%
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764
$15.1K ﹤0.01%
60
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$15K ﹤0.01%
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$14.3K ﹤0.01%
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$14.3K ﹤0.01%
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$14K ﹤0.01%
107