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
$127M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$3.75M
3
+$679K
4
BKU icon
Bankunited
BKU
+$433K
5
SNV icon
Synovus
SNV
+$310K

Top Sells

1
+$1.91M
2
+$433K
3
+$338K
4
WSBC icon
WesBanco
WSBC
+$300K
5
DCOM
Dime Community Bancshares
DCOM
+$238K

Sector Composition

1 Financials 93.72%
2 Healthcare 2.11%
3 Consumer Discretionary 0.37%
4 Technology 0.31%
5 Real Estate 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.9M 19.9%
920,148
+123,337
2
$10.1M 7.17%
387,302
-73,328
3
$8.76M 6.24%
723,262
-3,309
4
$6.32M 4.5%
102,536
+100,719
5
$6.26M 4.46%
195,296
+9,670
6
$4.84M 3.45%
139,230
+12,455
7
$3.4M 2.42%
97,839
8
$3.39M 2.41%
148,855
+8,339
9
$3.06M 2.18%
20,562
10
$2.89M 2.06%
44,829
-1,000
11
$2.63M 1.87%
89,130
12
$2.5M 1.78%
90,551
+24,626
13
$2.14M 1.52%
64,841
14
$2.11M 1.5%
117,128
-9,870
15
$2.09M 1.49%
131,812
16
$2.09M 1.49%
302,131
-62,632
17
$2.04M 1.45%
28,232
18
$2.01M 1.43%
134,880
19
$1.93M 1.37%
40,190
-67
20
$1.42M 1.01%
78,500
+9,168
21
$1.28M 0.92%
135,714
+20,444
22
$1.27M 0.91%
73,272
+6,507
23
$1.25M 0.89%
77,385
+1,115
24
$1.19M 0.85%
73,828
25
$1.1M 0.78%
8,660
+900
1
2 3 4