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
$260M
AUM Growth
+$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Sells

1 +$1.89M
2 +$517K
3 +$486K
4
OLP
One Liberty Properties
OLP
+$456K
5
THG icon
Hanover Insurance
THG
+$371K

Sector Composition

1 Financials 71.51%
2 Real Estate 1.71%
3 Healthcare 1.35%
4 Communication Services 0.58%
5 Consumer Discretionary 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.14M 0.42%
33,856
52
$1.11M 0.41%
33,236
53
$1.1M 0.4%
64,989
+5,785
54
$1.03M 0.38%
50,128
55
$1.01M 0.37%
14,754
56
$1.01M 0.37%
29,273
57
$1.01M 0.37%
62,077
58
$992K 0.37%
46,781
59
$977K 0.36%
44,367
+4,400
60
$917K 0.34%
63,212
+6,334
61
$910K 0.33%
247,178
+124,057
62
$901K 0.33%
28,065
63
$890K 0.33%
77,387
64
$888K 0.33%
28,633
65
$853K 0.31%
18,863
+3,000
66
$805K 0.3%
16,979
+100
67
$735K 0.27%
44,000
+667
68
$735K 0.27%
85,000
69
$729K 0.27%
29,283
70
$721K 0.27%
27,943
+853
71
$707K 0.26%
52,438
72
$671K 0.25%
7,349
73
$670K 0.25%
4,320
-1,355
74
$666K 0.25%
15,279
75
$651K 0.24%
25,000
+5,000