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
$166M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$7.22M
2
+$2.21M
3
+$468K
4
CVLY
Codorus Valley Bancorp Inc
CVLY
+$440K
5
SNV icon
Synovus
SNV
+$393K

Top Sells

1
+$7.2M
2
+$326K
3
+$18K
4
TFC icon
Truist Financial
TFC
+$11.7K

Sector Composition

1 Financials 94.35%
2 Healthcare 1.57%
3 Real Estate 0.44%
4 Technology 0.22%
5 Communication Services 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.07M 0.55%
21,680
27
$1.04M 0.54%
46,787
28
$1.03M 0.53%
85,261
+9,937
29
$1.02M 0.52%
33,881
+2,296
30
$1.02M 0.52%
7,992
31
$993K 0.51%
40,890
32
$958K 0.49%
28,807
33
$891K 0.46%
35,147
34
$848K 0.44%
95,309
+8,243
35
$823K 0.42%
27,065
36
$810K 0.42%
36,573
+2,300
37
$788K 0.4%
20,177
+7,067
38
$778K 0.4%
45,281
39
$773K 0.4%
14,719
40
$754K 0.39%
5,826
41
$746K 0.38%
13,489
42
$735K 0.38%
46,379
+16,379
43
$707K 0.36%
82,805
44
$668K 0.34%
32,185
45
$601K 0.31%
8,548
46
$555K 0.29%
7,140
47
$537K 0.28%
26,886
48
$528K 0.27%
23,005
49
$521K 0.27%
40,132
+2,970
50
$494K 0.25%
18,649
+300
1
2
3 4