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FL

Fourthstone LLC Portfolio holdings

AUM $590M
1-Year Est. Return 29.58%
This Fund
S&P 500
This Quarter Est. Return
+6.35%
1 Year Est. Return
+29.58%
3 Year Est. Return
+60.12%
5 Year Est. Return
+63.56%
10 Year Est. Return
–
AUM
$590M
AUM Growth
+$55.6M
Cap. Flow
+$28.2M
Cap. Flow %
4.77%
Top 10 Hldgs %
45.74%
Holding
71
New
17
Increased
31
Reduced
14
Closed
9

Top Buys

1
BHRB icon
Burke & Herbert Financial Services Corp
BHRB
+$11.2M
2
MCB icon
Metropolitan Bank Holding Corp
MCB
+$10.8M
3
TFC icon
Truist Financial
TFC
+$7.57M
4
TOWN icon
Towne Bank
TOWN
+$6.98M
5
CBAN icon
Colony Bankcorp
CBAN
+$6.9M

Top Sells

1
ORRF icon
Orrstown Financial Services
ORRF
+$31.8M
2
SHBI icon
Shore Bancshares
SHBI
+$9.24M
3
FRAF icon
Franklin Financial Services
FRAF
+$8.81M
4
MNSB icon
MainStreet Bancshares
MNSB
+$8.26M
5
FISI icon
Financial Institutions
FISI
+$7.93M

Sector Composition

1 Financials 100%

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