SM

Salzhauer Michael Portfolio holdings

AUM $195M
1-Year Est. Return 20.24%
This Quarter Est. Return
1 Year Est. Return
+20.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$773K
3
+$431K
4
SMBK icon
SmartFinancial
SMBK
+$401K
5
SVBI
Severn Bancorp Inc/MD
SVBI
+$385K

Top Sells

1
+$395K
2
+$360K
3
+$167K
4
BYBK
Bay Bancorp, Inc.
BYBK
+$113K
5
PEG icon
Public Service Enterprise Group
PEG
+$97.1K

Sector Composition

1 Financials 72.65%
2 Real Estate 2.22%
3 Healthcare 0.9%
4 Communication Services 0.79%
5 Consumer Discretionary 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.38M 1.02%
51,762
27
$2.13M 0.92%
163,492
+5
28
$1.96M 0.84%
239,059
29
$1.94M 0.83%
12,065
30
$1.92M 0.82%
22,673
+2
31
$1.91M 0.82%
105,254
32
$1.72M 0.74%
142,570
+15,605
33
$1.69M 0.73%
64,293
+5
34
$1.66M 0.71%
22,799
+2
35
$1.64M 0.7%
186,180
+30,585
36
$1.6M 0.69%
21,050
37
$1.6M 0.69%
40,872
+3,100
38
$1.5M 0.64%
73,839
39
$1.47M 0.63%
39,997
40
$1.45M 0.62%
24,187
41
$1.3M 0.56%
24,288
42
$1.28M 0.55%
81,826
43
$1.24M 0.53%
12,804
44
$1.16M 0.5%
27,350
+5
45
$1.14M 0.49%
50,128
46
$1.09M 0.47%
66,904
+104
47
$1.08M 0.46%
75,887
48
$1.08M 0.46%
33,230
49
$1.07M 0.46%
55,005
+5
50
$1.03M 0.44%
62,077
+5
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