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
851
$8.84K ﹤0.01%
79
852
$8.74K ﹤0.01%
15
853
$8.69K ﹤0.01%
87
854
$8.49K ﹤0.01%
409
855
$8.45K ﹤0.01%
+300
856
$8.43K ﹤0.01%
2
857
$8.35K ﹤0.01%
270
-44
858
$8.2K ﹤0.01%
500
859
$8.14K ﹤0.01%
248
860
$8.13K ﹤0.01%
196
861
$8.12K ﹤0.01%
+65
862
$8.09K ﹤0.01%
275
863
$8.09K ﹤0.01%
323
864
$8.06K ﹤0.01%
300
865
$8.01K ﹤0.01%
787
866
$7.99K ﹤0.01%
870
867
$7.97K ﹤0.01%
61
+10
868
$7.86K ﹤0.01%
170
+54
869
$7.86K ﹤0.01%
73
870
$7.7K ﹤0.01%
+125
871
$7.46K ﹤0.01%
400
872
$7.42K ﹤0.01%
325
+100
873
$7.35K ﹤0.01%
257
874
$7.34K ﹤0.01%
150
875
$7.33K ﹤0.01%
118
33 34
35
36 37