EPCA

Elizabeth Park Capital Advisors Portfolio holdings

AUM $124M
1-Year Est. Return 19.08%
This Quarter Est. Return
1 Year Est. Return
+19.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
-$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$2.76M
2 +$1.87M
3 +$1.84M
4
CUBI icon
Customers Bancorp
CUBI
+$26.7K

Top Sells

1 +$4.4M
2 +$2.79M
3 +$2.4M
4
CALB
California BanCorp Common Stock
CALB
+$1.89M
5
TRMK icon
Trustmark
TRMK
+$1.59M

Sector Composition

1 Financials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-57,092