SM
Salzhauer Michael Portfolio holdings
AUM
$195M
1-Year Est. Return
20.24%
1 Year Est. Return
+20.24%
AUM
$159M
AUM Growth
-$5.13M
(-3.1%)
Holding
83
Top Buys
| 1 | +$1.79M | |
| 2 | +$1.18M | |
| 3 | +$1.03M | |
| 4 |
Citigroup
C
|
+$855K |
| 5 |
UWM Holdings
UWMC
|
+$290K |
Top Sells
| 1 | +$3.12M | |
| 2 | +$2.05M | |
| 3 | +$1.29M | |
| 4 |
Pinnacle Financial Partners
PNFP
|
+$1.16M |
| 5 |
Antero Resources
AR
|
+$759K |
Sector Composition
| 1 | Financials | 98.48% |
| 2 | Communication Services | 0.59% |
| 3 | Technology | 0.44% |
| 4 | Energy | 0.31% |
| 5 | Healthcare | 0.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Antero Resources
AR
$10.9B
| – | – |
-13,000
|
|
||
77
Capital Bancorp
CBNK
$489M
| – | – |
-9,208
|
|
||
78
Devon Energy
DVN
$23.5B
| – | – |
-10,700
|
|
||
79
First Trust Morningstar Dividend Leaders Index Fund
FDL
$6.1B
| – | – |
-4,675
|
|
||
80
FVCBankcorp
FVCB
$248M
| – | – |
-10,000
|
|
||
81
MainStreet Bancshares
MNSB
$161M
| – | – |
-33,448
|
|
||
82
Old National Bancorp
ONB
$8.97B
| – | – |
-10,000
|
|
||
83
QuantumScape
QS
$7.1B
| – | – |
-21,700
|
|