SM
Salzhauer Michael Portfolio holdings
AUM
$159M
This Quarter Return
+0.94%
1 Year Return
+24.06%
3 Year Return
+34.89%
5 Year Return
+97.63%
10 Year Return
+151.16%
AUM
$177M
AUM Growth
-$33.4M
(-16%)
Cap. Flow
-$34.2M
Cap. Flow
% of AUM
-19.34%
Top 10 Holdings %
Top 10 Hldgs %
45.25%
Holding
121
New
3
Increased
8
Reduced
14
Closed
10
Top Buys
| 1 |
Hancock Whitney
HWC
|
$1.55M |
| 2 |
Primis Financial Corp
FRST
|
$1M |
| 3 |
TBNK
Territorial Bancorp Inc.
TBNK
|
$813K |
| 4 |
German American Bancorp
GABC
|
$425K |
| 5 |
SLCT
Select Bancorp, Inc.
SLCT
|
$348K |
Top Sells
| 1 |
Bank of America
BAC
|
$29.5M |
| 2 |
MSL
Midsouth Bancorp, Inc.
MSL
|
$1.63M |
| 3 |
JPMorgan Chase
JPM
|
$1.18M |
| 4 |
Goldman Sachs BDC
GSBD
|
$886K |
| 5 |
Fifth Third Bancorp
FITB
|
$860K |
Sector Composition
| 1 | Financials | 89.44% |
| 2 | Healthcare | 1.42% |
| 3 | Consumer Staples | 0.71% |
| 4 | Communication Services | 0.55% |
| 5 | Real Estate | 0.35% |
