CP

Clover Partners Portfolio holdings

AUM $43.1M
1-Year Est. Return 4.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-4.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$12.7M
2 +$9.54M
3 +$8.65M
4
CBNK
CHICOPEE BANCORP INC COM STK
CBNK
+$8.41M
5
HBOS
HERITAGE FINANCIAL GROUP
HBOS
+$7.39M

Top Sells

No sells this quarter

Sector Composition

1 Financials 45.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.7M 1.34%
+196,078
27
$392K 0.31%
+35,500
28
$33K 0.03%
+1,800