SM
Salzhauer Michael Portfolio holdings
AUM
$159M
1-Year Return
24.06%
This Quarter Return
-36.02%
1 Year Return
+24.06%
3 Year Return
+34.89%
5 Year Return
+97.63%
10 Year Return
+151.16%
AUM
$55.3M
AUM Growth
-$142M
(-72%)
Cap. Flow
-$67.4M
Cap. Flow
% of AUM
-121.8%
Top 10 Holdings %
Top 10 Hldgs %
44.15%
Holding
117
New
2
Increased
7
Reduced
47
Closed
28
Top Buys
| 1 |
Crescent Capital BDC
CCAP
|
$532K |
| 2 |
Primis Financial Corp
FRST
|
$254K |
| 3 |
Atlantic Union Bankshares
AUB
|
$246K |
| 4 |
WSFS Financial
WSFS
|
$164K |
| 5 |
CB Financial Services
CBFV
|
$96.6K |
Top Sells
| 1 |
JPMorgan Chase
JPM
|
$10.1M |
| 2 |
Bank of America
BAC
|
$7.01M |
| 3 |
M&T Bank
MTB
|
$5.65M |
| 4 |
Hancock Whitney
HWC
|
$4.61M |
| 5 |
Capital One
COF
|
$3.33M |
Sector Composition
| 1 | Financials | 84.16% |
| 2 | Healthcare | 3.76% |
| 3 | Communication Services | 0.55% |
| 4 | Real Estate | 0.33% |
| 5 | Consumer Discretionary | 0.31% |
