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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
1126
– –
-156
1127
– –
-1,000
1128
– –
-48
1129
$0 ﹤0.01%
6
1130
$0 ﹤0.01%
1
-351
1131
– –
-550
1132
– –
-500
1133
– –
-578
1134
$0 ﹤0.01%
1
1135
– –
-100
1136
– –
-31
1137
$0 ﹤0.01%
6
1138
$0 ﹤0.01%
50
1139
– –
0
1140
$0 ﹤0.01%
9
1141
– –
-4
1142
– –
-700
1143
$0 ﹤0.01%
25
1144
– –
-29
1145
– –
-12
1146
– –
-21
1147
$0 ﹤0.01%
9
1148
– –
-303
1149
– –
-1,000
1150
– –
-500
43 44 45
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47