SM
Salzhauer Michael Portfolio holdings
AUM
$159M
This Quarter Return
+8.12%
1 Year Return
+24.06%
3 Year Return
+34.89%
5 Year Return
+97.63%
10 Year Return
+151.16%
AUM
$105M
AUM Growth
+$6.39M
(+6.5%)
Cap. Flow
-$1.45M
Cap. Flow
% of AUM
-1.37%
Top 10 Holdings %
Top 10 Hldgs %
41.83%
Holding
128
New
9
Increased
19
Reduced
21
Closed
3
Top Buys
| 1 |
JPMorgan Chase
JPM
|
$1.29M |
| 2 |
Capital One
COF
|
$919K |
| 3 |
CNO Financial Group
CNO
|
$510K |
| 4 |
ESSA
ESSA Bancorp
ESSA
|
$503K |
| 5 |
HCBK
HUDSON CITY BANCORP INC
HCBK
|
$424K |
Top Sells
| 1 |
Bank of America
BAC
|
$3.42M |
| 2 |
MBFI
MB Financial Corp
MBFI
|
$1.4M |
| 3 |
INVN
Invensense Inc
INVN
|
$1.22M |
| 4 |
RAD
Rite Aid Corporation
RAD
|
$1.01M |
| 5 |
IMH
Impac Mortgage Holdings Inc.
IMH
|
$547K |
Sector Composition
| 1 | Financials | 71.12% |
| 2 | Utilities | 1.44% |
| 3 | Healthcare | 1.44% |
| 4 | Communication Services | 0.9% |
| 5 | Technology | 0.66% |