SIC

Salem Investment Counselors Portfolio holdings

AUM $2.76B
1-Year Est. Return 32.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.1%
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
+$4.4M
2
+$3.4M
3
+$2.17M
4
NU icon
Nu Holdings
NU
+$1.56M
5
PLTR icon
Palantir
PLTR
+$1.44M

Top Sells

1
+$13M
2
+$5.98M
3
+$4.1M
4
LOB icon
Live Oak Bancshares
LOB
+$3.32M
5
NVDA icon
NVIDIA
NVDA
+$2.92M

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
826
$9.87K ﹤0.01%
65
827
$9.86K ﹤0.01%
193
+74
828
$9.68K ﹤0.01%
165
829
$9.61K ﹤0.01%
400
830
$9.61K ﹤0.01%
285
831
$9.54K ﹤0.01%
57
832
$9.47K ﹤0.01%
107
833
$9.37K ﹤0.01%
127
834
$9.29K ﹤0.01%
410
835
$9.27K ﹤0.01%
75
836
$9.26K ﹤0.01%
+118
837
$9.23K ﹤0.01%
53
838
$9.19K ﹤0.01%
83
+4
839
$9.17K ﹤0.01%
252
840
$9.09K ﹤0.01%
75
841
$9.01K ﹤0.01%
+151
842
$9K ﹤0.01%
49
843
$9K ﹤0.01%
200
844
$8.84K ﹤0.01%
250
845
$8.83K ﹤0.01%
300
846
$8.77K ﹤0.01%
420
-1,489
847
$8.74K ﹤0.01%
2,100
+300
848
$8.7K ﹤0.01%
285
849
$8.68K ﹤0.01%
325
850
$8.64K ﹤0.01%
500
32 33
34
35 36