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
$417M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.56M
3
+$2.43M
4
CLBK icon
Columbia Financial
CLBK
+$2.07M
5
SFNC icon
Simmons First National
SFNC
+$1.76M

Top Sells

1
+$4.45M
2
+$3.63M
3
+$3.5M
4
EGBN icon
Eagle Bancorp
EGBN
+$2.74M
5
PFBC icon
Preferred Bank
PFBC
+$2.66M

Sector Composition

1 Financials 87.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-34,576
152
– –
-149,960
153
– –
-41,557
3 4 5 6
7