SM

Salzhauer Michael Portfolio holdings

AUM $225M
1-Year Est. Return 19.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92M
AUM Growth
-$618K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$1.96M
2 +$293K
3 +$286K
4
CMA
Comerica
CMA
+$261K
5
SHBI icon
Shore Bancshares
SHBI
+$260K

Top Sells

1 +$346K
2 +$300K
3 +$262K
4
MSGS icon
Madison Square Garden
MSGS
+$226K
5
TRV icon
Travelers Companies
TRV
+$208K

Sector Composition

1 Financials 97.55%
2 Energy 1.4%
3 Technology 0.64%
4 Healthcare 0.25%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-10,358