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
$252M
AUM Growth
+$66.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1 +$9.83M
2 +$7.01M
3 +$6.44M
4
UCFC
United Community Financial Corp
UCFC
+$6.15M
5
KEY icon
KeyCorp
KEY
+$5.87M

Top Sells

1 +$9.42M
2 +$3.88M
3 +$3.77M
4
AF
Astoria Financial Corporation
AF
+$3.08M
5
GRBK icon
Green Brick Partners
GRBK
+$630K

Sector Composition

1 Financials 84.89%
2 Consumer Discretionary 3.25%
3 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.87M 1.54%
+95,000
27
$3.66M 1.45%
+135,200
28
$3.32M 1.32%
+60,000
29
$2.85M 1.13%
+504,541
30
$2.83M 1.12%
+160,665
31
$744K 0.3%
+53,803
32
$624K 0.25%
+37,500
33
-11,249
34
-275,309
35
-62,640
36
-122,146