FL

Fourthstone LLC Portfolio holdings

AUM $558M
1-Year Est. Return 12.28%
This Quarter Est. Return
1 Year Est. Return
+12.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$449M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$45M
2 +$13.8M
3 +$13.7M
4
COFS icon
Choiceone Financial
COFS
+$11M
5
EGBN icon
Eagle Bancorp
EGBN
+$5.97M

Top Sells

1 +$23.1M
2 +$8.98M
3 +$8.75M
4
CALB
California BanCorp Common Stock
CALB
+$7.58M
5
CHMG icon
Chemung Financial Corp
CHMG
+$6.41M

Sector Composition

1 Financials 99.77%
2 Real Estate 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-39,313
77
-31,970