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
1001
$2.25K ﹤0.01%
30
1002
$2.21K ﹤0.01%
220
1003
$2.18K ﹤0.01%
100
1004
$2.14K ﹤0.01%
45
+25
1005
$2.1K ﹤0.01%
+200
1006
$2.08K ﹤0.01%
+35
1007
$1.94K ﹤0.01%
64
1008
$1.93K ﹤0.01%
72
1009
$1.89K ﹤0.01%
142
1010
$1.85K ﹤0.01%
75
1011
$1.83K ﹤0.01%
12
1012
$1.79K ﹤0.01%
69
+18
1013
$1.78K ﹤0.01%
350
1014
$1.78K ﹤0.01%
20
1015
$1.74K ﹤0.01%
129
1016
$1.69K ﹤0.01%
40
1017
$1.69K ﹤0.01%
+30
1018
$1.68K ﹤0.01%
65
1019
$1.64K ﹤0.01%
+35
1020
$1.64K ﹤0.01%
33
1021
$1.62K ﹤0.01%
64
1022
$1.62K ﹤0.01%
75
1023
$1.6K ﹤0.01%
+25
1024
$1.6K ﹤0.01%
68
1025
$1.6K ﹤0.01%
100
39 40
41
42 43