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
$177M
AUM Growth
-$73.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$7.94M
3
+$7.48M
4
CMA
Comerica
CMA
+$4.2M
5
COF icon
Capital One
COF
+$3.95M

Top Sells

1
+$14.7M
2
+$9.37M
3
+$8.94M
4
CMA.WS
Comerica Incorporated Ws
CMA.WS
+$7.09M
5
COF.WS
Capital One Financial Corp
COF.WS
+$6.34M

Sector Composition

1 Financials 87.87%
2 Healthcare 1.3%
3 Communication Services 0.46%
4 Real Estate 0.4%
5 Consumer Staples 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
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