SM
Salzhauer Michael Portfolio holdings
AUM
$159M
1-Year Return
24.06%
This Quarter Return
+11.02%
1 Year Return
+24.06%
3 Year Return
+34.89%
5 Year Return
+97.63%
10 Year Return
+151.16%
AUM
$157M
AUM Growth
+$33.4M
(+27%)
Cap. Flow
+$18.7M
Cap. Flow
% of AUM
11.87%
Top 10 Holdings %
Top 10 Hldgs %
62.1%
Holding
85
New
9
Increased
13
Reduced
14
Closed
4
Top Buys
| 1 |
Bank of America
BAC
|
$17.4M |
| 2 |
Comerica
CMA
|
$1.33M |
| 3 |
Citigroup
C
|
$1.17M |
| 4 |
Orrstown Financial Services
ORRF
|
$931K |
| 5 |
HTB
HomeTrust Bancshares, Inc.
HTB
|
$531K |
Top Sells
Sector Composition
| 1 | Financials | 97.97% |
| 2 | Energy | 0.84% |
| 3 | Technology | 0.51% |
| 4 | Healthcare | 0.33% |
| 5 | Communication Services | 0.28% |
