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
801
$11.8K ﹤0.01%
700
802
$11.8K ﹤0.01%
249
803
$11.4K ﹤0.01%
+250
804
$11.3K ﹤0.01%
+811
805
$11.2K ﹤0.01%
225
806
$11.2K ﹤0.01%
132
807
$11.1K ﹤0.01%
137
808
$10.9K ﹤0.01%
409
809
$10.9K ﹤0.01%
870
810
$10.9K ﹤0.01%
110
811
$10.9K ﹤0.01%
200
812
$10.9K ﹤0.01%
131
-365
813
$10.7K ﹤0.01%
211
814
$10.7K ﹤0.01%
26
+15
815
$10.7K ﹤0.01%
134
816
$10.6K ﹤0.01%
75
817
$10.5K ﹤0.01%
346
-1,598
818
$10.4K ﹤0.01%
607
819
$10.3K ﹤0.01%
70
820
$10.3K ﹤0.01%
+200
821
$10.1K ﹤0.01%
650
822
$10.1K ﹤0.01%
260
823
$10K ﹤0.01%
1,082
-750
824
$9.95K ﹤0.01%
+550
825
$9.94K ﹤0.01%
206
31 32
33
34 35