MA

Minerva Advisors Portfolio holdings

AUM $150M
1-Year Est. Return 15.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$1.6M
2 +$864K
3 +$781K
4
SGA icon
Saga Communications
SGA
+$570K
5
CZNC icon
Citizens & Northern Corp
CZNC
+$512K

Top Sells

1 +$1.41M
2 +$1.22M
3 +$678K
4
WSBF icon
Waterstone Financial
WSBF
+$186K
5
HNRG icon
Hallador Energy
HNRG
+$34.6K

Sector Composition

1 Industrials 28.11%
2 Materials 15.08%
3 Financials 13.18%
4 Communication Services 11.88%
5 Consumer Discretionary 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-35,400