CP
Clover Partners Portfolio holdings
AUM
$43.1M
This Quarter Return
+7.45%
1 Year Return
-4.08%
3 Year Return
+32.3%
5 Year Return
+78.51%
10 Year Return
–
AUM
$226M
AUM Growth
+$226M
(-11%)
Cap. Flow
-$41.2M
Cap. Flow
% of AUM
-18.19%
Top 10 Holdings %
Top 10 Hldgs %
62.36%
Holding
35
New
1
Increased
5
Reduced
8
Closed
9
Top Buys
| 1 |
Univest Financial
UVSP
|
$8.45M |
| 2 |
OKSB
Southwest Bancorp Inc/OK
OKSB
|
$3.66M |
| 3 |
UBNK
United Financial Bancorp, Inc.
UBNK
|
$1.53M |
| 4 |
XBKS
Xenith Bankshares, Inc. Common Stock
XBKS
|
$977K |
| 5 |
ORIT
Oritani Financial Corp. New
ORIT
|
$393K |
Top Sells
| 1 |
SCNB
Suffolk Bancorp
SCNB
|
$7.58M |
| 2 |
FXCB
FOX CHASE BANCORP INC COM STK (MD)
FXCB
|
$7.56M |
| 3 |
HomeStreet
HMST
|
$6.72M |
| 4 |
Heritage Commerce
HTBK
|
$5.01M |
| 5 |
Zions Bancorporation
ZION
|
$4.12M |
Sector Composition
| 1 | Financials | 72.12% |
| 2 | Industrials | 7.23% |
| 3 | Consumer Discretionary | 0.47% |
