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
$138M
AUM Growth
-$9.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$2.38M
3
+$1.93M
4
CLBH
Carolina Bank Holdings Inc
CLBH
+$1.9M
5
FCLF
FIRST CLOVER LEAF FINANCIAL CORP COM STK
FCLF
+$1.8M

Top Sells

1
+$20.9M
2
+$9.02M
3
+$2.72M
4
HFFC
H F FINL CORP
HFFC
+$2.53M
5
CHEV
CHEVIOT FINL CORP
CHEV
+$2.51M

Sector Composition

1 Financials 61.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-21,539
102
– –
-464,564
1 2 3 4
5