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
$164M
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$437K
3
+$431K
4
WAL icon
Western Alliance Bancorporation
WAL
+$319K
5
DCOM icon
Dime Community Bancshares
DCOM
+$319K

Top Sells

1
+$40.5M
2
+$25.1M
3
+$7.77M
4
CFG icon
Citizens Financial Group
CFG
+$7.14M
5
FHN icon
First Horizon
FHN
+$4.52M

Sector Composition

1 Financials 97.88%
2 Energy 1.03%
3 Technology 0.46%
4 Healthcare 0.23%
5 Communication Services 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$106K 0.06%
10,000
77
$103K 0.06%
10,000
78
$91.1K 0.06%
21,700
-28,000
79
– –
-8,776
80
– –
-992
81
– –
-8,540
82
– –
-60,000
1 2 3
4