MI
M3F Inc Portfolio holdings
AUM
$354M
This Quarter Return
+0.51%
1 Year Return
+58.39%
3 Year Return
+98.51%
5 Year Return
+229.88%
10 Year Return
–
AUM
$137M
AUM Growth
+$137M
(+18%)
Cap. Flow
+$18M
Cap. Flow
% of AUM
13.09%
Top 10 Holdings %
Top 10 Hldgs %
50.48%
Holding
42
New
10
Increased
10
Reduced
10
Closed
7
Top Buys
| 1 |
HarborOne Bancorp
HONE
|
$8.03M |
| 2 |
Alerus Financial
ALRS
|
$7.85M |
| 3 |
Zions Bancorporation
ZION
|
$7.35M |
| 4 |
Comerica
CMA
|
$5.38M |
| 5 |
Willis Lease Finance
WLFC
|
$4.1M |
Top Sells
| 1 |
ePlus
PLUS
|
$4.66M |
| 2 |
Hilltop Holdings
HTH
|
$4.45M |
| 3 |
Citizens Financial Group
CFG
|
$3.78M |
| 4 |
UMB Financial
UMBF
|
$2.57M |
| 5 |
First United
FUNC
|
$2.09M |
Sector Composition
| 1 | Financials | 96.53% |
| 2 | Industrials | 3.47% |
| 3 | Technology | 0% |
