SM
Salzhauer Michael Portfolio holdings
AUM
$195M
1-Year Est. Return
20.24%
1 Year Est. Return
+20.24%
AUM
$195M
AUM Growth
+$36.5M
(+23%)
Holding
89
Top Buys
| 1 | +$24.6M | |
| 2 | +$3.12M | |
| 3 | +$3.11M | |
| 4 |
TXNM
TXNM Energy Inc
TXNM
|
+$2.56M |
| 5 |
Citigroup
C
|
+$2.26M |
Top Sells
| 1 | +$514K | |
| 2 | +$458K | |
| 3 | +$442K | |
| 4 |
Wells Fargo
WFC
|
+$440K |
| 5 |
Madison Square Garden
MSGS
|
+$298K |
Sector Composition
| 1 | Financials | 93.02% |
| 2 | Communication Services | 2.27% |
| 3 | Utilities | 1.31% |
| 4 | Technology | 0.45% |
| 5 | Healthcare | 0.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
First Trust Morningstar Dividend Leaders Index Fund
FDL
$5.74B
| $206K | 0.1% |
+4,753
|
|
||
77
Summit State Bank
SSBI
$79.6M
| $94.5K | 0.05% |
92,499
|
|
||
|
VBTX
78
DELISTED
Veritex Holdings
VBTX
| $64.7K | 0.03% |
61,680
-3,481
|
|
||
79
Webster Financial
WBS
$9.31B
| $48.9K | 0.02% |
40,289
|
|
||
80
United Security Bancshares
UBFO
$160M
| $38.9K | 0.02% |
27,985
+9,804
|
|
||
81
Virginia National Bankshares
VABK
$217M
| $37.6K | 0.02% |
41,033
|
|
||
82
Shore Bancshares
SHBI
$526M
| $5.63K | ﹤0.01% |
72,057
|
|
||
|
FLG
83
Flagstar Bank, National Association
FLG
$5.03B
| – | – |
0
|
|
||
84
Valley National Bancorp
VLY
$6.16B
| – | – |
0
|
|
||
85
UWM Holdings
UWMC
$1.28B
| – | – |
-70,000
|
|
||
86
OP Bancorp
OPBK
$203M
| – | – |
-15,084
|
|
||
87
Eagle Bancorp
EGBN
$529M
| – | – |
0
|
|
||
88
Cue Biopharma
CUE
$60.3M
| – | – |
-16,000
|
|
||
89
Antero Resources
AR
$10.1B
| – | – |
0
|
|