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
876
$6.96K ﹤0.01%
168
+27
877
$6.94K ﹤0.01%
162
878
$6.93K ﹤0.01%
27
879
$6.9K ﹤0.01%
149
880
$6.84K ﹤0.01%
240
881
$6.8K ﹤0.01%
200
882
$6.8K ﹤0.01%
1,000
883
$6.8K ﹤0.01%
300
884
$6.78K ﹤0.01%
2,000
885
$6.78K ﹤0.01%
250
886
$6.77K ﹤0.01%
36
887
$6.74K ﹤0.01%
275
888
$6.73K ﹤0.01%
25
+5
889
$6.72K ﹤0.01%
52
890
$6.64K ﹤0.01%
171
891
$6.58K ﹤0.01%
125
892
$6.43K ﹤0.01%
110
893
$6.34K ﹤0.01%
+40
894
$6.33K ﹤0.01%
409
895
$6.31K ﹤0.01%
115
896
$6.16K ﹤0.01%
49
-350
897
$6.05K ﹤0.01%
95
898
$6.04K ﹤0.01%
200
899
$6K ﹤0.01%
257
900
$6K ﹤0.01%
50
34 35
36
37 38