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ACL

Azora Capital LP Portfolio holdings

AUM $1.52B
1-Year Est. Return 39.16%
This Fund
S&P 500
This Quarter Est. Return
+2.17%
1 Year Est. Return
+39.16%
3 Year Est. Return
+154.67%
5 Year Est. Return
+137.02%
10 Year Est. Return
–
AUM
$781M
AUM Growth
+$147M
Cap. Flow
+$156M
Cap. Flow %
19.95%
Top 10 Hldgs %
68.3%
Holding
51
New
15
Increased
12
Reduced
5
Closed
15

Top Buys

1
C icon
Citigroup
C
+$80.7M
2
COF icon
Capital One
COF
+$55.4M
3
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$36.2M
4
WTFC icon
Wintrust Financial
WTFC
+$32.9M
5
IBKC
IBERIABANK Corp
IBKC
+$25.3M

Top Sells

1
WFC icon
Wells Fargo
WFC
+$78M
2
MA icon
Mastercard
MA
+$51.5M
3
LM
Legg Mason, Inc.
LM
+$33.2M
4
CMA
Comerica
CMA
+$21.4M
5
AXP icon
American Express
AXP
+$19.3M

Sector Composition

1 Financials 98.15%
2 Real Estate 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CIT
51
DELISTED
CIT Group Inc.
CIT
– –
-193,092
Closed -$9.73M
1 2
3

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