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
$3.32B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,235
New
Increased
Reduced
Closed

Top Buys

1
+$29.1M
2
+$5.22M
3
+$2.4M
4
ZS icon
Zscaler
ZS
+$1.63M
5
DELL icon
Dell
DELL
+$1.39M

Top Sells

1
+$30M
2
+$20.3M
3
+$5.8M
4
WSM icon
Williams-Sonoma
WSM
+$4.53M
5
CRWD icon
CrowdStrike
CRWD
+$3.42M

Sector Composition

1 Consumer Discretionary 26.6%
2 Technology 26.31%
3 Healthcare 9.45%
4 Financials 9.23%
5 Communication Services 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$16.3K ﹤0.01%
300
777
$16.2K ﹤0.01%
794
778
$16.2K ﹤0.01%
75
779
$15.9K ﹤0.01%
300
780
$15.9K ﹤0.01%
+300
781
$15.9K ﹤0.01%
500
782
$15.8K ﹤0.01%
440
783
$15.5K ﹤0.01%
+500
784
$15.3K ﹤0.01%
415
785
$15.2K ﹤0.01%
255
786
$15K ﹤0.01%
478
-132
787
$15K ﹤0.01%
200
788
$14.9K ﹤0.01%
+139
789
$14.8K ﹤0.01%
571
+6
790
$14.8K ﹤0.01%
168
791
$14.8K ﹤0.01%
52
792
$14.5K ﹤0.01%
400
793
$14.5K ﹤0.01%
215
794
$14.3K ﹤0.01%
161
-58
795
$14.3K ﹤0.01%
90
796
$14.1K ﹤0.01%
65
797
$14K ﹤0.01%
209
+4
798
$14K ﹤0.01%
212
799
$14K ﹤0.01%
136
800
$13.7K ﹤0.01%
130
-285
30 31
32
33 34