LBS
Lawrence B. Seidman Portfolio holdings
AUM
$79.8M
This Quarter Return
+4.91%
1 Year Return
-15.9%
3 Year Return
-12.14%
5 Year Return
+24.45%
10 Year Return
–
AUM
$151M
AUM Growth
+$151M
(+6%)
Cap. Flow
+$1.5M
Cap. Flow
% of AUM
1%
Top 10 Holdings %
Top 10 Hldgs %
76.24%
Holding
28
New
3
Increased
8
Reduced
3
Closed
1
Top Buys
| 1 |
UCBA
United Community Bancorp
UCBA
|
$3.06M |
| 2 |
HVBC
HV Bancorp, Inc. Common Stock
HVBC
|
$1.79M |
| 3 |
PBIP
Prudential Bancorp, Inc.
PBIP
|
$1.46M |
| 4 |
BCTF
Bancorp 34, Inc. Common Stock
BCTF
|
$1.04M |
| 5 |
MLVF
Malvern Bancorp, Inc.
MLVF
|
$197K |
Top Sells
| 1 |
Univest Financial
UVSP
|
$4.96M |
| 2 |
Provident Bancorp
PVBC
|
$853K |
| 3 |
WBB
Westbury Bancorp, Inc.
WBB
|
$554K |
| 4 |
Kearny Financial
KRNY
|
$241K |
Sector Composition
| 1 | Financials | 73.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
BCB Bancorp
BCBP
$150M
| $665K | 0.44% |
39,923
| – | – |
|
|
27
Provident Bancorp
PVBC
$229M
| $651K | 0.43% |
62,799
-82,254
| -57% | -$853K |
|
|
28
Univest Financial
UVSP
$908M
| – | – |
-160,398
| Closed | -$4.96M |
|