CP
Clover Partners Portfolio holdings
AUM
$43.1M
This Quarter Return
+5.05%
1 Year Return
-4.08%
3 Year Return
+32.3%
5 Year Return
+78.51%
10 Year Return
–
AUM
$253M
AUM Growth
+$253M
(+6.4%)
Cap. Flow
+$5.55M
Cap. Flow
% of AUM
2.19%
Top 10 Holdings %
Top 10 Hldgs %
51.87%
Holding
34
New
2
Increased
9
Reduced
7
Closed
–
Top Buys
| 1 |
Citizens Financial Group
CFG
|
$5.2M |
| 2 |
Seacoast Banking Corp of Florida
SBCF
|
$2.83M |
| 3 |
UBNK
United Financial Bancorp, Inc.
UBNK
|
$2.57M |
| 4 |
SCNB
Suffolk Bancorp
SCNB
|
$1.64M |
| 5 |
OKSB
Southwest Bancorp Inc/OK
OKSB
|
$792K |
Top Sells
| 1 |
LTXB
LegacyTexas Financial Group Inc
LTXB
|
$3.75M |
| 2 |
Comerica
CMA
|
$1.36M |
| 3 |
HomeStreet
HMST
|
$1.29M |
| 4 |
Zions Bancorporation
ZION
|
$777K |
| 5 |
KeyCorp
KEY
|
$532K |
Sector Composition
| 1 | Financials | 73.64% |
| 2 | Industrials | 7.34% |
| 3 | Consumer Discretionary | 0.55% |
