ACM
Ategra Capital Management Portfolio holdings
AUM $126M
1-Year Return
28.74%
This Quarter Return
+9.44%
1 Year Return
+28.74%
3 Year Return
+63.73%
5 Year Return
+134.64%
10 Year Return
–
AUM
$100M
AUM Growth
–
Cap. Flow
+$100M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
55.72%
Holding
88
New
88
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Bank of America
BAC
|
+$14.2M |
| 2 |
Axos Financial
AX
|
+$8.5M |
| 3 |
Hawthorn Bancshares
HWBK
|
+$6.87M |
| 4 |
Annaly Capital Management
NLY
|
+$6.04M |
| 5 |
Meridian
MRBK
|
+$5.83M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 54.3% |
| 2 | Real Estate | 6.55% |
| 3 | Healthcare | 5.45% |
| 4 | Technology | 3.71% |
| 5 | Communication Services | 3% |
