SM
Salzhauer Michael Portfolio holdings
AUM
$159M
1-Year Return
24.06%
This Quarter Return
+0.4%
1 Year Return
+24.06%
3 Year Return
+34.89%
5 Year Return
+97.63%
10 Year Return
+151.16%
AUM
$102M
AUM Growth
-$3.02M
(-2.9%)
Cap. Flow
+$3.88M
Cap. Flow
% of AUM
3.79%
Top 10 Holdings %
Top 10 Hldgs %
38.32%
Holding
126
New
7
Increased
19
Reduced
13
Closed
7
Top Buys
| 1 |
IMH
Impac Mortgage Holdings Inc.
IMH
|
$1.1M |
| 2 |
RAD
Rite Aid Corporation
RAD
|
$549K |
| 3 |
Hancock Whitney
HWC
|
$520K |
| 4 |
MSL
Midsouth Bancorp, Inc.
MSL
|
$365K |
| 5 |
Bank of America
BAC
|
$332K |
Top Sells
| 1 |
Capital One
COF
|
$877K |
| 2 |
MBFI
MB Financial Corp
MBFI
|
$378K |
| 3 |
IBKC
IBERIABANK Corp
IBKC
|
$234K |
| 4 |
United Parcel Service
UPS
|
$222K |
| 5 |
Synovus
SNV
|
$140K |
Sector Composition
| 1 | Financials | 69.57% |
| 2 | Utilities | 1.55% |
| 3 | Healthcare | 1.49% |
| 4 | Real Estate | 1.07% |
| 5 | Communication Services | 0.98% |
