ACM
Ategra Capital Management Portfolio holdings
AUM
$175M
1-Year Est. Return
17.18%
This Fund
S&P 500
1 Year Est. Return
+17.18%
AUM
$175M
AUM Growth
+$25.8M
(+17%)
Holding
28
Top Buys
| 1 | +$4.47M | |
| 2 | +$2.8M | |
| 3 | +$2.65M | |
| 4 |
Edison International
EIX
|
+$2.12M |
| 5 |
Citizens Financial Group
CFG
|
+$1.88M |
Top Sells
| 1 | +$1.78M | |
| 2 | +$942K | |
| 3 | +$934K | |
| 4 |
Meridian
MRBK
|
+$854K |
| 5 |
C&F Financial
CFFI
|
+$159K |
Sector Composition
| 1 | Financials | 80.55% |
| 2 | Industrials | 1.45% |
| 3 | Utilities | 1.27% |
| 4 | Healthcare | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Royal Bank of Canada
RY
$230B
| – | – |
0
|
|
||
27
Shore Bancshares
SHBI
$592M
| – | – |
-56,939
|
|