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
$186M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$2.88M
2 +$2.5M
3 +$2M
4
SMPL
SIMPLICITY BANCORP INC
SMPL
+$857K
5
VBTX icon
Veritex Holdings
VBTX
+$709K

Top Sells

1 +$1.27M
2 +$924K
3 +$307K
4
OSHC
Ocean Shore Holding Co.
OSHC
+$235K

Sector Composition

1 Financials 53.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$709K 0.38%
+50,000
27
$459K 0.25%
24,620
+14,100
28
$332K 0.18%
18,600
29
$260K 0.14%
21,300
30
-16,915