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
876
$7.27K ﹤0.01%
100
877
$7.19K ﹤0.01%
+105
878
$7.15K ﹤0.01%
240
879
$7.11K ﹤0.01%
300
880
$7.09K ﹤0.01%
14
+4
881
$7.04K ﹤0.01%
25
+10
882
$7.03K ﹤0.01%
300
883
$7.02K ﹤0.01%
35
884
$7.02K ﹤0.01%
171
885
$6.98K ﹤0.01%
185
-174
886
$6.95K ﹤0.01%
150
887
$6.89K ﹤0.01%
30
888
$6.89K ﹤0.01%
2,932
889
$6.88K ﹤0.01%
60
890
$6.82K ﹤0.01%
110
891
$6.73K ﹤0.01%
148
892
$6.66K ﹤0.01%
345
893
$6.61K ﹤0.01%
134
-112
894
$6.58K ﹤0.01%
50
895
$6.57K ﹤0.01%
575
-250
896
$6.56K ﹤0.01%
115
897
$6.53K ﹤0.01%
129
-50
898
$6.52K ﹤0.01%
1,020
899
$6.46K ﹤0.01%
146
900
$6.46K ﹤0.01%
250
34 35
36
37 38