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
801
$12.2K ﹤0.01%
285
802
$12K ﹤0.01%
+2,932
803
$12K ﹤0.01%
177
804
$11.9K ﹤0.01%
550
805
$11.8K ﹤0.01%
90
+25
806
$11.8K ﹤0.01%
+500
807
$11.8K ﹤0.01%
200
808
$11.6K ﹤0.01%
50
-15
809
$11.6K ﹤0.01%
94
810
$11.5K ﹤0.01%
50
811
$11.4K ﹤0.01%
250
+25
812
$11.2K ﹤0.01%
1,000
813
$11.2K ﹤0.01%
+200
814
$11.2K ﹤0.01%
212
815
$11.1K ﹤0.01%
+359
816
$10.9K ﹤0.01%
82
817
$10.9K ﹤0.01%
3,077
818
$10.9K ﹤0.01%
300
819
$10.9K ﹤0.01%
96
-11
820
$10.7K ﹤0.01%
600
821
$10.7K ﹤0.01%
140
+65
822
$10.7K ﹤0.01%
125
823
$10.7K ﹤0.01%
300
824
$10.6K ﹤0.01%
+81
825
$10.6K ﹤0.01%
+1,000
31 32
33
34 35