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
$195M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$7.39M
3
+$2.46M
4
FSUN
FirstSun Capital Bancorp
FSUN
+$2.02M
5
CFG icon
Citizens Financial Group
CFG
+$1.69M

Top Sells

1
+$1.03M
2
+$721K
3
+$693K
4
SBCF icon
Seacoast Banking Corp of Florida
SBCF
+$496K
5
ORRF icon
Orrstown Financial Services
ORRF
+$399K

Sector Composition

1 Financials 98.22%
2 Energy 0.89%
3 Technology 0.44%
4 Healthcare 0.18%
5 Communication Services 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 0.77%
17,895
-8,297
27
$1.38M 0.71%
40,950
28
$1.34M 0.68%
49,177
+15,779
29
$1.33M 0.68%
258,618
+220,000
30
$1.3M 0.67%
23,796
+6,000
31
$1.28M 0.65%
37,675
32
$1.24M 0.63%
5,168
-1,552
33
$1.14M 0.58%
72,057
34
$1.13M 0.58%
21,309
35
$1.13M 0.58%
59,843
36
$1.04M 0.53%
30,533
37
$982K 0.5%
74,848
+19,500
38
$978K 0.5%
34,203
39
$968K 0.5%
5,427
+5,000
40
$911K 0.47%
26,000
+13,000
41
$860K 0.44%
22,713
42
$856K 0.44%
3,418
43
$784K 0.4%
34,988
44
$781K 0.4%
102,046
+23,594
45
$774K 0.4%
12,376
46
$760K 0.39%
41,995
+4,213
47
$733K 0.37%
55,077
48
$684K 0.35%
26,764
+1,189
49
$650K 0.33%
18,708
50
$564K 0.29%
6,886
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