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
$148M
AUM Growth
-$8K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$576K
2 +$363K
3 +$235K
4
GPX
GP Strategies Corp.
GPX
+$212K
5
GVP
GSE Systems, Inc.
GVP
+$199K

Top Sells

1 +$1.91M
2 +$1.18M
3 +$1.13M
4
SSB icon
SouthState Bank Corp
SSB
+$497K
5
CCF
Chase Corporation
CCF
+$372K

Sector Composition

1 Industrials 33.78%
2 Financials 15.86%
3 Healthcare 14.22%
4 Materials 10.02%
5 Consumer Discretionary 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$24K 0.02%
17,401
-1,144
77
-15,155