SM
Salzhauer Michael Portfolio holdings
AUM
$159M
This Quarter Return
+8.43%
1 Year Return
+24.06%
3 Year Return
+34.89%
5 Year Return
+97.63%
10 Year Return
+151.16%
AUM
$241M
AUM Growth
+$241M
(+9.1%)
Cap. Flow
+$3.22M
Cap. Flow
% of AUM
1.33%
Top 10 Holdings %
Top 10 Hldgs %
45.69%
Holding
149
New
6
Increased
13
Reduced
29
Closed
5
Top Buys
1 |
FSB
Franklin Financial Network, Inc.
FSB
|
$2.67M |
2 |
COWN
Cowen Inc. Class A Common Stock
COWN
|
$690K |
3 |
DCOM
Dime Community Bancshares
DCOM
|
$629K |
4 |
CIT
CIT Group Inc.
CIT
|
$492K |
5 |
HarborOne Bancorp
HONE
|
$410K |
Top Sells
1 |
RAD
Rite Aid Corporation
RAD
|
$749K |
2 |
Bank of America
BAC
|
$527K |
3 |
Citigroup
C
|
$419K |
4 |
SmartFinancial
SMBK
|
$401K |
5 |
CNO Financial Group
CNO
|
$370K |
Sector Composition
1 | Financials | 70.6% |
2 | Real Estate | 1.9% |
3 | Healthcare | 0.96% |
4 | Communication Services | 0.74% |
5 | Consumer Discretionary | 0.57% |