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SIC

Salem Investment Counselors Portfolio holdings

AUM $3.41B
1-Year Est. Return 31.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.2B
AUM Growth
+$2.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,174
New
Increased
Reduced
Closed

Top Buys

1
+$31.3M
2
+$6.17M
3
+$4.35M
4
NU icon
Nu Holdings
NU
+$3.2M
5
LOB icon
Live Oak Bancshares
LOB
+$2.63M

Top Sells

1
+$5.55M
2
+$4.6M
3
+$3.14M
4
GM icon
General Motors
GM
+$2.76M
5
SBNY
Signature Bank
SBNY
+$2.71M

Sector Composition

1 Consumer Discretionary 36.99%
2 Technology 18.73%
3 Healthcare 8.89%
4 Financials 8.61%
5 Consumer Staples 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$0 ﹤0.01%
100
1052
$0 ﹤0.01%
6
1053
– –
-39
1054
$0 ﹤0.01%
25
1055
– –
-1
1056
$0 ﹤0.01%
7
1057
$0 ﹤0.01%
84
1058
$0 ﹤0.01%
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1059
$0 ﹤0.01%
1
1060
$0 ﹤0.01%
3
1061
$0 ﹤0.01%
2
1062
$0 ﹤0.01%
1
-2,000
1063
$0 ﹤0.01%
3
1064
– –
-20
1065
– –
-5,000
1066
– –
-77
1067
$0 ﹤0.01%
3
1068
– –
-59
1069
– –
-53
1070
– –
-2,145
1071
– –
-1,020
1072
– –
-2,000
1073
$0 ﹤0.01%
10
1074
$0 ﹤0.01%
167
1075
– –
-522
41 42
43
44 45