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
851
$8.58K ﹤0.01%
129
852
$8.51K ﹤0.01%
19
853
$8.51K ﹤0.01%
+30
854
$8.48K ﹤0.01%
91
855
$8.46K ﹤0.01%
112
+92
856
$8.28K ﹤0.01%
1,000
857
$8.24K ﹤0.01%
75
858
$8.2K ﹤0.01%
400
859
$8.17K ﹤0.01%
100
860
$8.05K ﹤0.01%
248
861
$8.04K ﹤0.01%
825
862
$7.97K ﹤0.01%
300
-200
863
$7.84K ﹤0.01%
10
864
$7.81K ﹤0.01%
100
865
$7.68K ﹤0.01%
+200
866
$7.65K ﹤0.01%
232
867
$7.62K ﹤0.01%
50
-60
868
$7.62K ﹤0.01%
282
869
$7.42K ﹤0.01%
+450
870
$7.41K ﹤0.01%
99
871
$7.38K ﹤0.01%
183
872
$7.29K ﹤0.01%
200
+100
873
$7.25K ﹤0.01%
+125
874
$7.25K ﹤0.01%
600
875
$7.17K ﹤0.01%
165
33 34
35
36 37