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
$3.32B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,235
New
Increased
Reduced
Closed

Top Buys

1
+$29.1M
2
+$5.22M
3
+$2.4M
4
ZS icon
Zscaler
ZS
+$1.63M
5
DELL icon
Dell
DELL
+$1.39M

Top Sells

1
+$30M
2
+$20.3M
3
+$5.8M
4
WSM icon
Williams-Sonoma
WSM
+$4.53M
5
CRWD icon
CrowdStrike
CRWD
+$3.42M

Sector Composition

1 Consumer Discretionary 26.6%
2 Technology 26.31%
3 Healthcare 9.45%
4 Financials 9.23%
5 Communication Services 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$4.09K ﹤0.01%
+207
952
$4.08K ﹤0.01%
100
953
$4.08K ﹤0.01%
30
954
$4.08K ﹤0.01%
52
955
$4.02K ﹤0.01%
14
956
$3.92K ﹤0.01%
142
957
$3.91K ﹤0.01%
26
+12
958
$3.88K ﹤0.01%
22
959
$3.84K ﹤0.01%
100
960
$3.8K ﹤0.01%
325
961
$3.77K ﹤0.01%
34
962
$3.66K ﹤0.01%
31
963
$3.62K ﹤0.01%
97
964
$3.59K ﹤0.01%
14
965
$3.47K ﹤0.01%
200
966
$3.38K ﹤0.01%
34
+11
967
$3.35K ﹤0.01%
45
+5
968
$3.32K ﹤0.01%
75
969
$3.31K ﹤0.01%
33
970
$3.29K ﹤0.01%
49
971
$3.23K ﹤0.01%
220
972
$3.22K ﹤0.01%
30
973
$3.2K ﹤0.01%
285
974
$3.19K ﹤0.01%
48
975
$3.15K ﹤0.01%
3
-15
37 38
39
40 41