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
$91.4M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$12.4M
2 +$5.58M
3 +$4.72M
4
PNC icon
PNC Financial Services
PNC
+$3.48M
5
COF.WS
Capital One Financial Corp
COF.WS
+$2.93M

Top Sells

No sells this quarter

Sector Composition

1 Financials 59.93%
2 Utilities 1.6%
3 Communication Services 1.14%
4 Technology 1.05%
5 Real Estate 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
0