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
$266M
AUM Growth
-$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$9.69M
2
+$8.35M
3
+$7.8M
4
ABCB icon
Ameris Bancorp
ABCB
+$2.84M
5
SBBX
SB One Bancorp Common Stock
SBBX
+$2.62M

Top Sells

1
+$8.1M
2
+$6.1M
3
+$5.04M
4
DCOM
Dime Community Bancshares
DCOM
+$4.63M
5
ABTX
Allegiance Bancshares
ABTX
+$3.82M

Sector Composition

1 Financials 88.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.75M 0.66%
130,389
+60,713
52
$1.7M 0.64%
+65,591
53
$1.7M 0.64%
72,951
54
$1.66M 0.63%
111,960
+79,587
55
$1.65M 0.62%
167,527
-2,430
56
$1.63M 0.61%
40,852
-2,189
57
$1.56M 0.59%
597,458
-28,339
58
$1.51M 0.57%
51,397
+15,737
59
$1.51M 0.57%
139,478
-31,804
60
$1.45M 0.55%
82,624
61
$1.41M 0.53%
129,411
-2,102
62
$1.38M 0.52%
111,340
-1,737
63
$1.36M 0.51%
73,288
-1,784
64
$1.28M 0.48%
47,372
65
$1.27M 0.48%
52,024
-750
66
$1.22M 0.46%
141,262
+109,708
67
$1.22M 0.46%
66,445
-3,882
68
$1.18M 0.44%
87,964
-35,374
69
$1.13M 0.42%
37,338
-2,386
70
$1.12M 0.42%
59,513
+22,882
71
$1.11M 0.42%
41,017
+1,685
72
$1.11M 0.42%
91,880
-2,400
73
$1.09M 0.41%
100,301
+2,408
74
$1.04M 0.39%
43,727
-12,164
75
$1.02M 0.38%
21,981
+6,132
1 2
3
4 5