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
926
$4.63K ﹤0.01%
300
927
$4.63K ﹤0.01%
+125
928
$4.5K ﹤0.01%
141
929
$4.42K ﹤0.01%
177
930
$4.41K ﹤0.01%
53
-4,600
931
$4.41K ﹤0.01%
42
932
$4.39K ﹤0.01%
70
933
$4.38K ﹤0.01%
30
934
$4.26K ﹤0.01%
100
935
$4.24K ﹤0.01%
+30
936
$4.23K ﹤0.01%
+50
937
$4.21K ﹤0.01%
125
938
$4.17K ﹤0.01%
75
939
$4.04K ﹤0.01%
12
940
$3.99K ﹤0.01%
100
941
$3.96K ﹤0.01%
+50
942
$3.93K ﹤0.01%
+40
943
$3.83K ﹤0.01%
35
-1,000
944
$3.83K ﹤0.01%
191
945
$3.8K ﹤0.01%
20
946
$3.79K ﹤0.01%
69
947
$3.73K ﹤0.01%
130
+30
948
$3.72K ﹤0.01%
62
949
$3.69K ﹤0.01%
89
+10
950
$3.66K ﹤0.01%
+25
36 37
38
39 40