We are live on ! Find out more
SM

Salzhauer Michael Portfolio holdings

AUM $212M
1-Year Est. Return 20.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.6M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$804K
3
+$689K
4
SSB icon
SouthState Bank Corp
SSB
+$531K
5
FITB
Fifth Third Bancorp
FITB
+$258K

Top Sells

1
+$2.45M
2
+$1.1M
3
+$972K
4
EFSC icon
Enterprise Financial Services Corp
EFSC
+$919K
5
CERS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-12,958
77
– –
-40,504
78
– –
-14,506
79
– –
-20,799
80
– –
-30,907
81
– –
-9,375
82
– –
-3,473
83
– –
-20,557
84
– –
-20,614
85
– –
0
86
– –
-22,000
87
– –
-16,720
88
– –
-5,236
89
– –
-9,605
90
– –
-22,500
91
– –
-14,437
92
– –
-8,540
93
– –
0
1 2 3
4