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
$63.1M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$31.3M
2
+$13.9M
3
+$4.6M

Top Sells

1
+$15.4M
2
+$7.64M

Sector Composition

1 Communication Services 78.03%
2 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.7M 70.75%
1,432,739
+1,002,430
2
$13.9M 21.97%
+457,333
3
$4.6M 7.28%
+84,014
4
– –
-172,060
5
– –
-468,700