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SIC

Salem Investment Counselors Portfolio holdings

AUM $3.41B
1-Year Est. Return 31.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.2B
AUM Growth
+$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$31.3M
2
+$6.17M
3
+$4.35M
4
NU icon
Nu Holdings
NU
+$3.2M
5
LOB icon
Live Oak Bancshares
LOB
+$2.63M

Top Sells

1
+$5.55M
2
+$4.6M
3
+$3.14M
4
GM icon
General Motors
GM
+$2.76M
5
SBNY
Signature Bank
SBNY
+$2.71M

Sector Composition

1 Consumer Discretionary 36.99%
2 Technology 18.73%
3 Healthcare 8.89%
4 Financials 8.61%
5 Consumer Staples 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$3K ﹤0.01%
635
927
$2K ﹤0.01%
53
+42
928
$2K ﹤0.01%
+180
929
$2K ﹤0.01%
100
930
$2K ﹤0.01%
40
+5
931
$2K ﹤0.01%
80
932
$2K ﹤0.01%
2,000
933
$2K ﹤0.01%
60
934
$2K ﹤0.01%
50
-121
935
$2K ﹤0.01%
+21
936
$2K ﹤0.01%
100
937
$2K ﹤0.01%
50
938
$2K ﹤0.01%
158
939
$2K ﹤0.01%
65
940
$2K ﹤0.01%
100
941
$2K ﹤0.01%
84
942
$2K ﹤0.01%
+65
943
$2K ﹤0.01%
25
-200
944
$2K ﹤0.01%
16
945
$2K ﹤0.01%
11
946
$2K ﹤0.01%
62
-11
947
$2K ﹤0.01%
14
948
$2K ﹤0.01%
20
949
$2K ﹤0.01%
18
950
$2K ﹤0.01%
+23
36 37
38
39 40