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
1026
$1.58K ﹤0.01%
50
1027
$1.56K ﹤0.01%
+10
1028
$1.54K ﹤0.01%
35
1029
$1.53K ﹤0.01%
100
1030
$1.52K ﹤0.01%
21
1031
$1.48K ﹤0.01%
100
1032
$1.47K ﹤0.01%
1,250
+500
1033
$1.47K ﹤0.01%
35
1034
$1.44K ﹤0.01%
37
1035
$1.43K ﹤0.01%
75
1036
$1.42K ﹤0.01%
25
1037
$1.41K ﹤0.01%
200
1038
$1.4K ﹤0.01%
+25
1039
$1.36K ﹤0.01%
366
1040
$1.34K ﹤0.01%
9
1041
$1.33K ﹤0.01%
50
-50
1042
$1.32K ﹤0.01%
+60
1043
$1.3K ﹤0.01%
+21
1044
$1.29K ﹤0.01%
158
1045
$1.29K ﹤0.01%
+25
1046
$1.24K ﹤0.01%
+55
1047
$1.23K ﹤0.01%
+39
1048
$1.23K ﹤0.01%
3
1049
$1.2K ﹤0.01%
55
-750
1050
$1.2K ﹤0.01%
300
40 41
42
43 44