SC

Salzman & Co Portfolio holdings

AUM $29.7M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
-12.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.3M
AUM Growth
-$8.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$8.09M
2
+$5.24M

Top Sells

1
+$10.2M
2
+$7.85M
3
+$3.58M

Sector Composition

1 Consumer Discretionary 60.71%
2 Communication Services 39.29%
3 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.09M 60.71%
+108,604
2
$5.24M 39.29%
+216,284
3
– –
-61,324
4
– –
-103,500
5
– –
-44,274