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
1076
$697 ﹤0.01%
37
1077
$693 ﹤0.01%
+8
1078
$686 ﹤0.01%
61
-9
1079
$677 ﹤0.01%
170
1080
$659 ﹤0.01%
1,100
1081
$646 ﹤0.01%
84
1082
$637 ﹤0.01%
43
1083
$637 ﹤0.01%
10
1084
$615 ﹤0.01%
10
1085
$595 ﹤0.01%
24
1086
$574 ﹤0.01%
37
1087
$567 ﹤0.01%
24
-546
1088
$552 ﹤0.01%
25
1089
$523 ﹤0.01%
9
1090
$449 ﹤0.01%
25
1091
$447 ﹤0.01%
9
1092
$429 ﹤0.01%
7
1093
$416 ﹤0.01%
52
1094
$412 ﹤0.01%
+50
1095
$389 ﹤0.01%
35
1096
$379 ﹤0.01%
82
1097
$374 ﹤0.01%
11
1098
$360 ﹤0.01%
8
1099
$321 ﹤0.01%
6
1100
$319 ﹤0.01%
10
42 43
44
45 46