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
$38.1M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$7.64M

Top Sells

1
+$10.3M
2
+$1.88M
3
+$1.74M
4
CACC icon
Credit Acceptance
CACC
+$1.5M

Sector Composition

1 Communication Services 39.53%
2 Healthcare 20.03%
3 Consumer Discretionary 0%
4 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.4M 40.43%
+468,700
2
$15.1M 39.53%
430,309
-53,530
3
$7.64M 20.03%
+172,060
4
– –
-35,678
5
– –
-193,943
6
– –
-6,900