SM
Salzhauer Michael Portfolio holdings
AUM
$159M
This Quarter Return
-3.54%
1 Year Return
+24.06%
3 Year Return
+34.89%
5 Year Return
+97.63%
10 Year Return
+151.16%
AUM
$92.6M
AUM Growth
+$92.6M
(-16%)
Cap. Flow
-$12.5M
Cap. Flow
% of AUM
-13.46%
Top 10 Holdings %
Top 10 Hldgs %
62.78%
Holding
93
New
3
Increased
12
Reduced
29
Closed
20
Top Buys
| 1 |
Seacoast Banking Corp of Florida
SBCF
|
$1.1M |
| 2 |
Pinnacle Financial Partners
PNFP
|
$742K |
| 3 |
Atlantic Union Bankshares
AUB
|
$740K |
| 4 |
SouthState Bank Corporation
SSB
|
$523K |
| 5 |
Fifth Third Bancorp
FITB
|
$262K |
Top Sells
| 1 |
First Bancorp
FBNC
|
$2.45M |
| 2 |
Bank of America
BAC
|
$1.1M |
| 3 |
Peapack-Gladstone Financial
PGC
|
$963K |
| 4 |
Enterprise Financial Services Corp
EFSC
|
$919K |
| 5 |
Cerus
CERS
|
$919K |
Sector Composition
| 1 | Financials | 97.38% |
| 2 | Energy | 1.4% |
| 3 | Technology | 0.72% |
| 4 | Healthcare | 0.25% |
| 5 | Communication Services | 0.24% |
