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
$124M
AUM Growth
-$717K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$2.6M
2 +$1.62M
3 +$1.2M
4
C icon
Citigroup
C
+$965K
5
BANC icon
Banc of California
BANC
+$611K

Top Sells

1 +$1.86M
2 +$1.35M
3 +$892K
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$559K
5
CRBG icon
Corebridge Financial
CRBG
+$475K

Sector Composition

1 Financials 97.99%
2 Energy 1.17%
3 Technology 0.58%
4 Healthcare 0.16%
5 Consumer Discretionary 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
0
77
-8,540
78
-5,161
79
-50,030
80
0
81
-16,545
82
-5,991
83
-12,576