FL
Fourthstone LLC Portfolio holdings
AUM
$558M
1-Year Est. Return
12.28%
1 Year Est. Return
+12.28%
AUM
$558M
AUM Growth
+$47.9M
(+9.4%)
Holding
104
Top Buys
| 1 | +$26.6M | |
| 2 | +$8.82M | |
| 3 | +$8.25M | |
| 4 |
Orrstown Financial Services
ORRF
|
+$6.6M |
| 5 |
Metropolitan Bank Holding Corp
MCB
|
+$6.39M |
Top Sells
| 1 | +$14.8M | |
| 2 | +$14.3M | |
| 3 | +$10.2M | |
| 4 |
Atlantic Union Bankshares
AUB
|
+$10.1M |
| 5 |
BV Financial
BVFL
|
+$8.78M |
Sector Composition
| 1 | Financials | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Horizon Bancorp
HBNC
$888M
| – | – |
-34,000
|
|
||
102
Independent Bank
INDB
$3.71B
| – | – |
-10,000
|
|
||
103
Webster Financial
WBS
$10.3B
| – | – |
-53,200
|
|
||
|
FSUN
104
FirstSun Capital Bancorp
FSUN
$1.08B
| – | – |
-6,798
|
|