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
$110M
AUM Growth
-$55.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$1.8M
2 +$966K
3 +$919K
4
HWC icon
Hancock Whitney
HWC
+$371K
5
DVN icon
Devon Energy
DVN
+$273K

Top Sells

1 +$22.8M
2 +$5.09M
3 +$2.37M
4
AUB icon
Atlantic Union Bankshares
AUB
+$2.28M
5
SNV
Synovus
SNV
+$1.39M

Sector Composition

1 Financials 96.11%
2 Energy 1.13%
3 Healthcare 1.09%
4 Industrials 0.56%
5 Technology 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-65,300
102
-18,750