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
1051
$1.16K ﹤0.01%
50
1052
$1.15K ﹤0.01%
44
+40
1053
$1.13K ﹤0.01%
75
1054
$1.12K ﹤0.01%
+35
1055
$1.11K ﹤0.01%
10
1056
$1.11K ﹤0.01%
+47
1057
$1.1K ﹤0.01%
9
1058
$1.1K ﹤0.01%
33
1059
$1.09K ﹤0.01%
+25
1060
$1.08K ﹤0.01%
40
-20
1061
$1.07K ﹤0.01%
+70
1062
$1.05K ﹤0.01%
100
1063
$998 ﹤0.01%
+245
1064
$992 ﹤0.01%
+12
1065
$984 ﹤0.01%
+25
1066
$942 ﹤0.01%
+18
1067
$872 ﹤0.01%
4
1068
$851 ﹤0.01%
15
1069
$839 ﹤0.01%
125
1070
$829 ﹤0.01%
25
1071
$818 ﹤0.01%
+25
1072
$817 ﹤0.01%
50
-800
1073
$808 ﹤0.01%
+65
1074
$772 ﹤0.01%
+30
1075
$715 ﹤0.01%
40
41 42
43
44 45