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
$2.63B
AUM Growth
-$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,202
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$3.88M
3
+$3.62M
4
NU icon
Nu Holdings
NU
+$2.78M
5
HSIC icon
Henry Schein
HSIC
+$2.58M

Top Sells

1
+$8.09M
2
+$8M
3
+$3.63M
4
BWA icon
BorgWarner
BWA
+$3.26M
5
SWKS icon
Skyworks Solutions
SWKS
+$2.58M

Sector Composition

1 Consumer Discretionary 35.03%
2 Technology 20.98%
3 Healthcare 8.55%
4 Financials 8.13%
5 Communication Services 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$2.73K ﹤0.01%
55
952
$2.73K ﹤0.01%
50
-370
953
$2.71K ﹤0.01%
90
954
$2.69K ﹤0.01%
51
955
$2.64K ﹤0.01%
250
956
$2.56K ﹤0.01%
243
957
$2.52K ﹤0.01%
155
958
$2.49K ﹤0.01%
45
959
$2.47K ﹤0.01%
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960
$2.44K ﹤0.01%
50
961
$2.42K ﹤0.01%
+22
962
$2.35K ﹤0.01%
101
963
$2.33K ﹤0.01%
47
964
$2.29K ﹤0.01%
+50
965
$2.26K ﹤0.01%
100
966
$2.15K ﹤0.01%
64
967
$2.13K ﹤0.01%
200
968
$2.13K ﹤0.01%
100
969
$2.11K ﹤0.01%
130
970
$2.09K ﹤0.01%
124
971
$2.01K ﹤0.01%
14
972
$1.96K ﹤0.01%
200
-1,000
973
$1.96K ﹤0.01%
14
-249
974
$1.94K ﹤0.01%
15
-10
975
$1.89K ﹤0.01%
72
37 38
39
40 41