FHC

Forest Hill Capital Portfolio holdings

AUM $141M
1-Year Est. Return 30.01%
This Quarter Est. Return
1 Year Est. Return
+30.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$348M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$6.74M
2 +$5.75M
3 +$4.15M
4
TFIN icon
Triumph Financial Inc
TFIN
+$3.91M
5
GBCI icon
Glacier Bancorp
GBCI
+$2.55M

Top Sells

1 +$6.04M
2 +$5.94M
3 +$5.5M
4
CMA icon
Comerica
CMA
+$3.84M
5
FBK icon
FB Financial Corp
FBK
+$3.02M

Sector Composition

1 Financials 75.87%
2 Industrials 5.38%
3 Materials 1.4%
4 Consumer Discretionary 1.13%
5 Technology 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$313K 0.09%
7,174
52
$233K 0.07%
2,560
53
-86,851
54
-18,310
55
-3,945
56
-106,492
57
-128,548