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
$157M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$17.4M
2 +$1.33M
3 +$1.17M
4
ORRF icon
Orrstown Financial Services
ORRF
+$931K
5
HTB
HomeTrust Bancshares
HTB
+$531K

Top Sells

1 +$1.12M
2 +$1M
3 +$867K
4
CVLY
Codorus Valley Bancorp Inc
CVLY
+$712K
5
PNFP icon
Pinnacle Financial Partners
PNFP
+$333K

Sector Composition

1 Financials 97.97%
2 Energy 0.84%
3 Technology 0.51%
4 Healthcare 0.33%
5 Communication Services 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$125K 0.08%
21,700
77
$123K 0.08%
+44,090
78
$63.9K 0.04%
+427
79
-29,602
80
-10,000
81
-42,373
82
0
83
0
84
0
85
-302