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
76
$1.49M 0.36%
148,928
+19,863
77
$1.4M 0.34%
64,025
+75
78
$1.4M 0.34%
49,725
+3,916
79
$1.39M 0.33%
48,302
+4,603
80
$1.37M 0.33%
58,747
-6,415
81
$1.35M 0.32%
39,405
82
$1.33M 0.32%
84,689
83
$1.23M 0.29%
55,850
-438
84
$1.14M 0.27%
46,817
-4,578
85
$1.14M 0.27%
37,473
-63,733
86
$1.06M 0.25%
68,694
-37,850
87
$1.05M 0.25%
63,400
+611
88
$1.04M 0.25%
46,773
89
$1.04M 0.25%
122,840
+1,200
90
$1.01M 0.24%
+45,852
91
$996K 0.24%
107,831
92
$981K 0.24%
+36,874
93
$948K 0.23%
31
-37,689
94
$928K 0.22%
+50,129
95
$928K 0.22%
53,847
+21
96
$924K 0.22%
35,700
+23,000
97
$921K 0.22%
59,558
98
$907K 0.22%
93,946
+349
99
$903K 0.22%
114,926
-42
100
$848K 0.2%
24,324
+2,021