EPCA

Elizabeth Park Capital Advisors Portfolio holdings

AUM $121M
1-Year Est. Return 14.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
+$67.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$8.87M
2 +$6.63M
3 +$4.93M
4
SASR
Sandy Spring Bancorp Inc
SASR
+$3.45M
5
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$3.32M

Top Sells

1 +$8.72M
2 +$8.22M
3 +$7.15M
4
WBS icon
Webster Financial
WBS
+$3.7M
5
SFST icon
Southern First Bancshares
SFST
+$3.42M

Sector Composition

1 Financials 95.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-60,757