SM
Salzhauer Michael Portfolio holdings
AUM
$159M
This Quarter Return
+6.67%
1 Year Return
+24.06%
3 Year Return
+34.89%
5 Year Return
+97.63%
10 Year Return
+151.16%
AUM
$210M
AUM Growth
+$210M
(+6.9%)
Cap. Flow
-$1.15M
Cap. Flow
% of AUM
-0.55%
Top 10 Holdings %
Top 10 Hldgs %
53.05%
Holding
128
New
5
Increased
12
Reduced
5
Closed
8
Top Buys
| 1 |
Hartford Financial Services
HIG
|
$2.7M |
| 2 |
Bank of America
BAC
|
$1.22M |
| 3 |
MainStreet Bancshares
MNSB
|
$1.19M |
| 4 |
AMNB
American National Bankshares Inc
AMNB
|
$401K |
| 5 |
Synovus
SNV
|
$354K |
Top Sells
| 1 |
RAD
Rite Aid Corporation
RAD
|
$2.93M |
| 2 |
HIG.WS
Hartford Financial Services Grp
HIG.WS
|
$2.42M |
| 3 |
TBNK
Territorial Bancorp Inc.
TBNK
|
$757K |
| 4 |
Carter Bankshares
CARE
|
$514K |
| 5 |
State Street
STT
|
$387K |
Sector Composition
| 1 | Financials | 91.65% |
| 2 | Healthcare | 1.26% |
| 3 | Consumer Staples | 0.49% |
| 4 | Communication Services | 0.44% |
| 5 | Real Estate | 0.28% |