SM

Salzhauer Michael Portfolio holdings

AUM $195M
1-Year Est. Return 20.24%
This Quarter Est. Return
1 Year Est. Return
+20.24%
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 +$885K
2 +$816K
3 +$764K
4
BANC icon
Banc of California
BANC
+$733K
5
COF icon
Capital One
COF
+$733K

Top Sells

1 +$2.74M
2 +$1.57M
3 +$1.09M
4
PNC icon
PNC Financial Services
PNC
+$1.04M
5
PGC icon
Peapack-Gladstone Financial
PGC
+$1.04M

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
-10,400
77
0
78
0
79
-19,528