LBS

Lawrence B. Seidman Portfolio holdings

AUM $79.8M
1-Year Est. Return 15.9%
This Quarter Est. Return
1 Year Est. Return
-15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
-$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$722K
2
+$322K
3
+$288K
4
EQFN
Equitable Financial Corp.
EQFN
+$176K
5
WSBF icon
Waterstone Financial
WSBF
+$35.8K

Top Sells

1
+$7.09M
2
+$1.16M
3
+$805K
4
BNCL
Beneficial Bancorp, Inc.
BNCL
+$625K
5
WBB
Westbury Bancorp, Inc.
WBB
+$620K

Sector Composition

1 Financials 75.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$674K 0.46%
81,105
+21,192
27
$438K 0.3%
39,511
-44,848
28
$322K 0.22%
+17,392
29
– –
-45,662
30
– –
-482,483
1
2