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
$111M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$715K
2
+$675K
3
+$658K
4
MCB icon
Metropolitan Bank Holding Corp
MCB
+$631K
5
COF icon
Capital One
COF
+$603K

Top Sells

1
+$2.37M
2
+$1.28M
3
+$905K
4
FITB
Fifth Third Bancorp
FITB
+$874K
5
PNC icon
PNC Financial Services
PNC
+$868K

Sector Composition

1 Financials 98.31%
2 Energy 0.88%
3 Technology 0.59%
4 Healthcare 0.21%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
0
77
– –
-10,400
78
– –
0
79
– –
-18,951
1 2 3
4