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
$350M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$8.68M
2
+$6.86M
3
+$4.68M
4
HTH icon
Hilltop Holdings
HTH
+$4.03M
5
SBNY
Signature Bank
SBNY
+$4.02M

Top Sells

1
+$14M
2
+$3.97M
3
+$3.4M
4
FBNC icon
First Bancorp
FBNC
+$2.88M
5
NBHC icon
National Bank Holdings
NBHC
+$2.62M

Sector Composition

1 Financials 85.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-30,278
127
– –
-78,795
128
– –
-46,170
129
– –
-159,037
2 3 4 5
6