SIC

Salem Investment Counselors Portfolio holdings

AUM $3.54B
1-Year Est. Return 30.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.42%
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
1076
$0 ﹤0.01%
5
1077
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1078
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1079
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1080
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3
1081
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1083
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1084
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1085
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1086
$0 ﹤0.01%
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1087
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1088
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1089
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8
1090
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1091
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1092
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$0 ﹤0.01%
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1
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1095
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40
1096
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8
1097
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1098
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1099
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1100
$0 ﹤0.01%
10
42 43
44
45 46