FL
Fourthstone LLC Portfolio holdings
AUM
$534M
1-Year Est. Return
12.41%
This Fund
S&P 500
1 Year Est. Return
+12.41%
AUM
$558M
AUM Growth
+$47.9M
(+9.4%)
Holding
104
Top Buys
| 1 | +$26M | |
| 2 | +$8.48M | |
| 3 | +$8.18M | |
| 4 |
Orrstown Financial Services
ORRF
|
+$6.6M |
| 5 |
Metropolitan Bank Holding Corp
MCB
|
+$6.42M |
Top Sells
| 1 | +$14.6M | |
| 2 | +$14M | |
| 3 | +$10.1M | |
| 4 |
Eagle Bancorp
EGBN
|
+$9.76M |
| 5 |
BV Financial
BVFL
|
+$8.82M |
Sector Composition
| 1 | Financials | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Virginia National Bankshares
VABK
$209M
| – | – |
-8,874
|
|
||
102
Valley National Bancorp
VLY
$7.02B
| – | – |
-355,200
|
|
||
|
FSUN
103
FirstSun Capital Bancorp
FSUN
$1.02B
| – | – |
-6,798
|
|
||
104
Western Alliance Bancorporation
WAL
$8.8B
| – | – |
-21,500
|
|