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
$195M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$7.39M
3
+$2.46M
4
FSUN
FirstSun Capital Bancorp
FSUN
+$2.02M
5
CFG icon
Citizens Financial Group
CFG
+$1.69M

Top Sells

1
+$1.03M
2
+$721K
3
+$693K
4
SBCF icon
Seacoast Banking Corp of Florida
SBCF
+$496K
5
ORRF icon
Orrstown Financial Services
ORRF
+$399K

Sector Composition

1 Financials 98.22%
2 Energy 0.89%
3 Technology 0.44%
4 Healthcare 0.18%
5 Communication Services 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$184K 0.09%
18,181
-8,890
77
$180K 0.09%
+60,000
78
$137K 0.07%
+10,000
79
$126K 0.06%
10,000
80
$126K 0.06%
49,700
+28,000
81
– –
0
82
– –
-3,948
83
– –
-5,161
84
– –
0
85
– –
-44,090
86
– –
-862
1 2 3
4