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
$81.9M
AUM Growth
-$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$2.48M
3
+$1.74M
4
PBFS icon
Pioneer Bancorp
PBFS
+$1.45M
5
PVBC icon
Provident Bancorp
PVBC
+$1.39M

Top Sells

1
+$870K
2
+$209K
3
+$21.6K

Sector Composition

1 Financials 99.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.7M 14.25%
788,298
2
$10.7M 13.06%
700,773
3
$8.65M 10.56%
705,782
4
$7.82M 9.55%
542,700
5
$7.08M 8.64%
578,220
6
$3.23M 3.95%
+309,264
7
$2.62M 3.2%
285,832
8
$2.59M 3.17%
324,265
-2,700
9
$2.52M 3.08%
243,030
+140,137
10
$2.48M 3.02%
+328,839
11
$2.44M 2.98%
223,164
12
$2.34M 2.86%
157,005
+35,029
13
$2.34M 2.85%
229,159
14
$2.24M 2.74%
124,931
+74,931
15
$2.2M 2.69%
171,875
16
$1.74M 2.12%
+129,334
17
$1.72M 2.1%
199,138
+161,300
18
$1.71M 2.09%
121,100
19
$1.08M 1.32%
99,192
20
$986K 1.2%
+30,000
21
$722K 0.88%
+49,681
22
$636K 0.78%
83,334
23
$584K 0.71%
+50,075
24
$572K 0.7%
40,000
25
$376K 0.46%
+20,000
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