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
951
$3.58K ﹤0.01%
35
952
$3.57K ﹤0.01%
56
953
$3.56K ﹤0.01%
210
954
$3.56K ﹤0.01%
1
955
$3.52K ﹤0.01%
135
-693
956
$3.51K ﹤0.01%
+125
957
$3.49K ﹤0.01%
+124
958
$3.46K ﹤0.01%
18
959
$3.39K ﹤0.01%
+300
960
$3.32K ﹤0.01%
100
961
$3.31K ﹤0.01%
65
962
$3.29K ﹤0.01%
10
963
$3.27K ﹤0.01%
+55
964
$3.27K ﹤0.01%
+50
965
$3.25K ﹤0.01%
+100
966
$3.24K ﹤0.01%
80
967
$3.22K ﹤0.01%
18
968
$3.18K ﹤0.01%
50
969
$3.08K ﹤0.01%
16
970
$3.07K ﹤0.01%
45
971
$3.02K ﹤0.01%
81
972
$2.98K ﹤0.01%
20
+5
973
$2.98K ﹤0.01%
+50
974
$2.95K ﹤0.01%
+45
975
$2.9K ﹤0.01%
90
37 38
39
40 41