We are live on ! Find out more
SM

Salzhauer Michael Portfolio holdings

AUM $212M
1-Year Est. Return 20.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
-$3.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$936K
2
+$842K
3
+$499K
4
RAD
Rite Aid Corporation
RAD
+$492K
5
MSL
Midsouth Bancorp, Inc.
MSL
+$371K

Top Sells

1
+$874K
2
+$369K
3
+$234K
4
UPS icon
United Parcel Service
UPS
+$222K
5
SNV
Synovus
SNV
+$136K

Sector Composition

1 Financials 69.57%
2 Utilities 1.55%
3 Healthcare 1.49%
4 Real Estate 1.07%
5 Communication Services 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$55K 0.05%
25,432
-25,001
102
$27K 0.03%
10,000
103
– –
0
104
– –
0
105
– –
0
106
– –
0
107
– –
-2,429
108
– –
0
109
– –
0
110
– –
-2,562
111
– –
-3,605
112
– –
0
113
– –
0
114
– –
0
115
– –
0
116
– –
0
117
– –
-2,000
118
– –
0
119
– –
0
120
– –
0
121
– –
0
122
– –
-2,000
123
– –
-800
124
– –
-13
125
– –
0
1 2 3 4
5