EPCA

Elizabeth Park Capital Advisors Portfolio holdings

AUM $111M
1-Year Est. Return 33.45%
This Quarter Est. Return
1 Year Est. Return
+33.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260M
AUM Growth
-$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$4.17M
2 +$3.47M
3 +$2.92M
4
FMNB icon
Farmers National Banc Corp
FMNB
+$1.94M
5
EBTC
Enterprise Bancorp
EBTC
+$1.54M

Top Sells

1 +$7.53M
2 +$5.93M
3 +$5.6M
4
HWC icon
Hancock Whitney
HWC
+$5.57M
5
UMPQ
Umpqua Holdings Corp
UMPQ
+$5.57M

Sector Composition

1 Financials 96.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-58,347
52
-118,218
53
-237,000
54
-121,318
55
-150,687
56
-274,689
57
-264,940