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
$153M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$17.8M
3
+$4.95M
4
OSHC
Ocean Shore Holding Co.
OSHC
+$4.46M
5
ORIT
Oritani Financial Corp. New
ORIT
+$2.58M

Top Sells

1
+$18.8M
2
+$8.23M
3
+$6.04M
4
WIBC
WILSHIRE BANCORP INC
WIBC
+$5.38M
5
LPSB
LAPORTE BANCORP INC MD COM STK
LPSB
+$4.77M

Sector Composition

1 Financials 71.62%
2 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-32,171
102
– –
-63,559
103
– –
-25,896
104
– –
-51,993
105
– –
-29,188
106
– –
-17,960
107
– –
-160,049
108
– –
-149,695
109
– –
-804,466
110
– –
-404,411
1 2 3 4
5