CP
Clover Partners Portfolio holdings
AUM
$43.1M
This Quarter Return
+24.46%
1 Year Return
-4.08%
3 Year Return
+32.3%
5 Year Return
+78.51%
10 Year Return
–
AUM
$186M
AUM Growth
+$186M
(-18%)
Cap. Flow
-$84.4M
Cap. Flow
% of AUM
-45.38%
Top 10 Holdings %
Top 10 Hldgs %
70.88%
Holding
29
New
3
Increased
4
Reduced
9
Closed
9
Top Buys
| 1 |
Western New England Bancorp
WNEB
|
$11.3M |
| 2 |
AF
Astoria Financial Corporation
AF
|
$10.3M |
| 3 |
ISBC
Investors Bancorp, Inc.
ISBC
|
$4.19M |
| 4 |
SIFI
SI Financial Group, Inc. NEW MD
SIFI
|
$1M |
| 5 |
Capital Southwest
CSWC
|
$549K |
Top Sells
| 1 |
CSW
CSW Industrials, Inc.
CSW
|
$18.2M |
| 2 |
Financial Institutions
FISI
|
$17.8M |
| 3 |
OKSB
Southwest Bancorp Inc/OK
OKSB
|
$11.9M |
| 4 |
CBNK
CHICOPEE BANCORP INC COM STK
CBNK
|
$9.04M |
| 5 |
LTXB
LegacyTexas Financial Group Inc
LTXB
|
$7.85M |
Sector Composition
| 1 | Financials | 76.36% |
| 2 | Consumer Discretionary | 5.86% |
| 3 | Industrials | 0.22% |