BCM

BHZ Capital Management Portfolio holdings

AUM $61.6M
1-Year Est. Return 9.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$400M
AUM Growth
+$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$8.09M
2
+$7.34M
3
+$6.09M
4
BKU icon
Bankunited
BKU
+$5.85M
5
CUBI icon
Customers Bancorp
CUBI
+$5.03M

Top Sells

1
+$8.91M
2
+$4.32M
3
+$769K
4
SASR
Sandy Spring Bancorp Inc
SASR
+$327K
5
CWBC
Community West Bancshares
CWBC
+$319K

Sector Composition

1 Financials 87.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.22M 0.56%
93,437
+13,497
52
$2.22M 0.55%
83,069
-2,690
53
$2.15M 0.54%
49,489
+14,364
54
$1.98M 0.5%
+52,192
55
$1.98M 0.5%
78,890
+7,763
56
$1.97M 0.49%
140,454
+51,420
57
$1.91M 0.48%
92,111
+48,542
58
$1.91M 0.48%
78,069
+3,013
59
$1.89M 0.47%
61,953
+7,197
60
$1.85M 0.46%
84,321
+65,821
61
$1.81M 0.45%
61,542
+4,100
62
$1.79M 0.45%
161,683
+150
63
$1.77M 0.44%
48,841
64
$1.76M 0.44%
126,064
65
$1.76M 0.44%
117,833
+17,201
66
$1.69M 0.42%
86,968
+996
67
$1.68M 0.42%
+59,618
68
$1.66M 0.42%
+102,686
69
$1.65M 0.41%
28,496
70
$1.63M 0.41%
41,218
-19,347
71
$1.58M 0.4%
55,951
72
$1.58M 0.39%
168,795
-1,600
73
$1.46M 0.36%
119,534
74
$1.42M 0.36%
61,368
+11,419
75
$1.42M 0.35%
48,536
-1,000
1 2
3
4 5