MA
Minerva Advisors Portfolio holdings
AUM
$155M
1-Year Est. Return
35.48%
This Fund
S&P 500
1 Year Est. Return
+35.48%
AUM
$155M
AUM Growth
+$5.19M
(+3.5%)
Holding
57
Top Buys
| 1 | +$1.35M | |
| 2 | +$1.09M | |
| 3 | +$838K | |
| 4 |
Kewaunee Scientific
KEQU
|
+$574K |
| 5 |
First Merchants
FRME
|
+$538K |
Top Sells
| 1 | +$5.74M | |
| 2 | +$2.31M | |
| 3 | +$1.06M | |
| 4 |
United States Lime & Minerals
USLM
|
+$748K |
| 5 |
SouthState Bank Corp
SSB
|
+$533K |
Sector Composition
| 1 | Industrials | 42.98% |
| 2 | Financials | 18.55% |
| 3 | Consumer Discretionary | 18.21% |
| 4 | Healthcare | 10.92% |
| 5 | Energy | 3.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Saga Communications
SGA
$58.5M
| – | – |
-31,831
|
|
||
|
52
SouthState Bank Corp
SSB
$9.27B
| – | – |
-5,661
|
|
||
|
53
United States Lime & Minerals
USLM
$3.07B
| – | – |
-6,250
|
|
||
54
Ascent Industries
ACNT
$123M
| – | – |
-30,415
|
|
||
55
Community Bank
CBU
$3.33B
| – | – |
-6,618
|
|
||
56
Citizens Financial Services
CZFS
$308M
| – | – |
-7,881
|
|
||
57
Dorman Products
DORM
$3.83B
| – | – |
-8,590
|
|