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
776
$13.1K ﹤0.01%
2,743
+832
777
$13K ﹤0.01%
192
+30
778
$13K ﹤0.01%
228
779
$13K ﹤0.01%
779
780
$12.9K ﹤0.01%
18
-150
781
$12.9K ﹤0.01%
65
+15
782
$12.8K ﹤0.01%
141
783
$12.7K ﹤0.01%
126
784
$12.6K ﹤0.01%
195
785
$12.6K ﹤0.01%
750
786
$12.6K ﹤0.01%
920
-520
787
$12.6K ﹤0.01%
145
788
$12.6K ﹤0.01%
+241
789
$12.5K ﹤0.01%
61
790
$12.5K ﹤0.01%
75
791
$12.5K ﹤0.01%
89
792
$12.4K ﹤0.01%
125
+25
793
$12.4K ﹤0.01%
94
794
$12.2K ﹤0.01%
241
795
$12.2K ﹤0.01%
150
796
$12.1K ﹤0.01%
173
797
$12.1K ﹤0.01%
248
798
$12.1K ﹤0.01%
300
799
$12K ﹤0.01%
1,200
+1,000
800
$11.9K ﹤0.01%
107
30 31
32
33 34