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
$163M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.5M
3
+$1.03M
4
OTTW
Ottawa Bancorp, Inc. Common Stock
OTTW
+$977K
5
UCBA
United Community Bancorp
UCBA
+$689K

Top Sells

1
+$2.03M
2
+$124K

Sector Composition

1 Financials 76.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$699K 0.43%
62,799
27
$611K 0.38%
39,923
28
$574K 0.35%
+33,300
29
– –
-76,441
1
2