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
901
$5.83K ﹤0.01%
65
902
$5.79K ﹤0.01%
150
903
$5.79K ﹤0.01%
635
904
$5.78K ﹤0.01%
1,025
+300
905
$5.78K ﹤0.01%
136
+41
906
$5.68K ﹤0.01%
100
907
$5.51K ﹤0.01%
68
908
$5.5K ﹤0.01%
283
909
$5.49K ﹤0.01%
650
910
$5.43K ﹤0.01%
175
-68
911
$5.36K ﹤0.01%
323
912
$5.3K ﹤0.01%
400
913
$5.19K ﹤0.01%
3,327
914
$5.15K ﹤0.01%
35
-75
915
$5.15K ﹤0.01%
165
916
$5.04K ﹤0.01%
+175
917
$5.01K ﹤0.01%
70
918
$4.96K ﹤0.01%
27
919
$4.78K ﹤0.01%
86
920
$4.78K ﹤0.01%
13
921
$4.76K ﹤0.01%
300
922
$4.75K ﹤0.01%
80
923
$4.74K ﹤0.01%
4
+3
924
$4.69K ﹤0.01%
112
925
$4.67K ﹤0.01%
182
35 36
37
38 39