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
976
$1.84K ﹤0.01%
75
977
$1.83K ﹤0.01%
75
978
$1.82K ﹤0.01%
60
+10
979
$1.8K ﹤0.01%
15
980
$1.78K ﹤0.01%
+30
981
$1.74K ﹤0.01%
12
982
$1.7K ﹤0.01%
75
983
$1.7K ﹤0.01%
129
984
$1.7K ﹤0.01%
120
985
$1.68K ﹤0.01%
25
986
$1.66K ﹤0.01%
1,250
987
$1.66K ﹤0.01%
30
988
$1.64K ﹤0.01%
100
989
$1.64K ﹤0.01%
10
990
$1.64K ﹤0.01%
15
-5
991
$1.62K ﹤0.01%
21
992
$1.61K ﹤0.01%
65
993
$1.59K ﹤0.01%
40
994
$1.59K ﹤0.01%
284
+8
995
$1.56K ﹤0.01%
1,101
996
$1.55K ﹤0.01%
55
997
$1.54K ﹤0.01%
20
998
$1.53K ﹤0.01%
68
999
$1.53K ﹤0.01%
33
1000
$1.49K ﹤0.01%
75
38 39
40
41 42