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
976
$2.88K ﹤0.01%
20
977
$2.83K ﹤0.01%
37
+8
978
$2.81K ﹤0.01%
75
979
$2.75K ﹤0.01%
+55
980
$2.71K ﹤0.01%
2,400
-900
981
$2.69K ﹤0.01%
51
982
$2.66K ﹤0.01%
243
-750
983
$2.64K ﹤0.01%
+130
984
$2.64K ﹤0.01%
276
+9
985
$2.56K ﹤0.01%
+250
986
$2.51K ﹤0.01%
15
-35
987
$2.5K ﹤0.01%
+55
988
$2.49K ﹤0.01%
1,101
989
$2.47K ﹤0.01%
+47
990
$2.47K ﹤0.01%
225
-45
991
$2.41K ﹤0.01%
42
+25
992
$2.39K ﹤0.01%
250
993
$2.38K ﹤0.01%
50
994
$2.35K ﹤0.01%
+125
995
$2.35K ﹤0.01%
120
996
$2.34K ﹤0.01%
101
997
$2.33K ﹤0.01%
14
998
$2.31K ﹤0.01%
155
999
$2.29K ﹤0.01%
+45
1000
$2.29K ﹤0.01%
84
38 39
40
41 42