SM

Salzhauer Michael Portfolio holdings

AUM $195M
1-Year Est. Return 20.24%
This Quarter Est. Return
1 Year Est. Return
+20.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$197M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$5.05M
2 +$4.62M
3 +$1.29M
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$838K
5
WSFS icon
WSFS Financial
WSFS
+$653K

Sector Composition

1 Financials 89.95%
2 Healthcare 1.42%
3 Consumer Staples 0.53%
4 Communication Services 0.46%
5 Real Estate 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
0
127
0
128
0
129
-24,660
130
-53,141
131
-28,371