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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
$55.3M
AUM Growth
-$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$762K
2
+$362K
3
+$349K
4
WSFS icon
WSFS Financial
WSFS
+$238K
5
CBFV icon
CB Financial Services
CBFV
+$135K

Top Sells

1
+$13.6M
2
+$9.89M
3
+$8.05M
4
COF icon
Capital One
COF
+$5.8M
5
HWC icon
Hancock Whitney
HWC
+$4.61M

Sector Composition

1 Financials 84.16%
2 Healthcare 3.76%
3 Communication Services 0.55%
4 Real Estate 0.33%
5 Consumer Discretionary 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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104
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105
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108
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111
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-7,778
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116
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-9,880
117
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-132,374
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