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
101
$824K 0.2%
82,238
+23,800
102
$772K 0.19%
16,641
+10,093
103
$748K 0.18%
31,502
104
$747K 0.18%
16,692
+10,637
105
$728K 0.17%
+18,878
106
$719K 0.17%
58,671
-64,198
107
$662K 0.16%
58,286
+24,246
108
$661K 0.16%
13,988
-56,533
109
$648K 0.16%
33,135
-768
110
$614K 0.15%
29,218
-425
111
$612K 0.15%
31,987
+600
112
$578K 0.14%
64,855
+4,107
113
$576K 0.14%
20,615
+3,301
114
$551K 0.13%
+26,920
115
$488K 0.12%
27,893
116
$406K 0.1%
15,357
+2,100
117
$404K 0.1%
36,700
+66
118
$398K 0.1%
+81,141
119
$368K 0.09%
30,555
-300
120
$367K 0.09%
+27,651
121
$359K 0.09%
24,981
+3,941
122
$355K 0.09%
31,149
-90,160
123
$350K 0.08%
+21,199
124
$350K 0.08%
22,959
+7,774
125
$343K 0.08%
24,800
+1,641