CP

Clover Partners Portfolio holdings

AUM $43.1M
1-Year Est. Return 4.08%
This Quarter Est. Return
1 Year Est. Return
-4.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
+$2.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$7.57M
2 +$2.53M
3 +$1.77M
4
EBSB
Meridian Bancorp, Inc.
EBSB
+$1.55M
5
OKSB
Southwest Bancorp Inc/OK
OKSB
+$1.12M

Top Sells

1 +$7.63M
2 +$1.7M
3 +$239K

Sector Composition

1 Financials 53.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$307K 0.19%
+16,915
27
$252K 0.15%
+21,300
28
$194K 0.12%
+10,520
29
-67,896
30
-196,832