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
51
$2.56M 0.61%
168,777
-5,576
52
$2.41M 0.58%
292,136
+7,657
53
$2.36M 0.57%
43,276
54
$2.34M 0.56%
53,281
-4,102
55
$2.31M 0.55%
76,864
+8,423
56
$2.3M 0.55%
142,365
+2,700
57
$2.3M 0.55%
59,678
+3,206
58
$2.26M 0.54%
83,269
+900
59
$2.24M 0.54%
74,908
-1,996
60
$2.19M 0.53%
55,393
+14,437
61
$2.18M 0.52%
133,936
62
$2.16M 0.52%
254,521
-2,774
63
$1.92M 0.46%
127,984
+6,130
64
$1.81M 0.44%
101,438
+5,200
65
$1.81M 0.43%
81,446
-900
66
$1.8M 0.43%
47,639
-10,164
67
$1.73M 0.41%
+67,169
68
$1.68M 0.4%
+72,302
69
$1.68M 0.4%
91,072
-1,091
70
$1.66M 0.4%
118,892
+67,505
71
$1.65M 0.4%
100,914
72
$1.61M 0.39%
94,454
73
$1.54M 0.37%
61,122
+13,486
74
$1.53M 0.37%
48,418
+3,468
75
$1.53M 0.37%
97,122
-40