MA

Minerva Advisors Portfolio holdings

AUM $153M
1-Year Est. Return 32.62%
This Quarter Est. Return
1 Year Est. Return
+32.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
+$126K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Sells

1 +$3.37M
2 +$2.02M
3 +$1.13M
4
TRNS icon
Transcat
TRNS
+$291K
5
KURA icon
Kura Oncology
KURA
+$252K

Sector Composition

1 Industrials 29.2%
2 Materials 19.21%
3 Financials 18.81%
4 Communication Services 11.24%
5 Consumer Discretionary 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$56K 0.03%
25,313
77
$17K 0.01%
+2,000
78
-172
79
-139,673
80
-12,100