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
126
$2.22M 0.08%
6,001
+276
127
$2.21M 0.08%
89,730
-2,354
128
$2.02M 0.07%
4,197
129
$1.99M 0.07%
3,541
+251
130
$1.98M 0.07%
23,180
+606
131
$1.95M 0.07%
31,230
+300
132
$1.94M 0.07%
62,573
-390
133
$1.94M 0.07%
23,217
-17,242
134
$1.87M 0.07%
11,620
135
$1.84M 0.07%
71,329
136
$1.79M 0.07%
8,642
-396
137
$1.7M 0.06%
15,038
138
$1.64M 0.06%
26,388
-728
139
$1.64M 0.06%
35,940
-340
140
$1.64M 0.06%
15,435
-799
141
$1.61M 0.06%
13,520
-777
142
$1.56M 0.06%
14,126
-372
143
$1.54M 0.06%
5,452
144
$1.51M 0.06%
22,000
145
$1.5M 0.05%
4,290
-35
146
$1.48M 0.05%
7,383
-235
147
$1.47M 0.05%
9,500
148
$1.45M 0.05%
8,055
149
$1.45M 0.05%
25,579
+13,206
150
$1.45M 0.05%
11,026
+781
4 5
6
7 8