BCM

BHZ Capital Management Portfolio holdings

AUM $61.6M
1-Year Est. Return 3.66%
This Quarter Est. Return
1 Year Est. Return
+3.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$417M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$3.46M
2 +$2.61M
3 +$2.47M
4
CLBK icon
Columbia Financial
CLBK
+$2.03M
5
CZFC
Citizens First Corporation
CZFC
+$1.73M

Top Sells

1 +$1.15B
2 +$4.45M
3 +$3.63M
4
HBK
Hamilton Bancorp, Inc. Common Stock
HBK
+$3.5M
5
EGBN icon
Eagle Bancorp
EGBN
+$2.72M

Sector Composition

1 Financials 87.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$5.19M 1.24%
228,079
+2,403
27
$5.02M 1.2%
241,400
+166,200
28
$4.86M 1.17%
144,198
-1,269
29
$4.74M 1.14%
64,792
-8,400
30
$4.47M 1.07%
332,726
+84,671
31
$4.44M 1.06%
213,357
-93,500
32
$3.98M 0.95%
132,191
+86,698
33
$3.86M 0.92%
170,295
34
$3.78M 0.91%
178,985
35
$3.61M 0.87%
238,351
+52,642
36
$3.59M 0.86%
304,809
+67,471
37
$3.49M 0.84%
148,631
38
$3.47M 0.83%
202,627
+4,200
39
$3.37M 0.81%
287,168
40
$3.28M 0.79%
192,485
41
$3.11M 0.75%
143,557
-12,275
42
$3.07M 0.74%
143,155
-300
43
$2.82M 0.68%
186,686
+134,750
44
$2.77M 0.66%
83,150
+74,036
45
$2.76M 0.66%
79,066
-6,973
46
$2.75M 0.66%
194,012
+888
47
$2.71M 0.65%
652,707
+5,200
48
$2.71M 0.65%
236,511
-51,800
49
$2.61M 0.62%
43,540
-3,601
50
$2.6M 0.62%
169,957
+15,112