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
$182M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$3.1M
2 +$1.37M
3 +$1.06M
4
STFC
State Auto Financial Corp
STFC
+$563K
5
RAIL icon
FreightCar America
RAIL
+$334K

Top Sells

1 +$5.6M
2 +$2.49M
3 +$2.18M
4
CCF
Chase Corporation
CCF
+$1.32M
5
ESCA icon
Escalade
ESCA
+$389K

Sector Composition

1 Industrials 33.85%
2 Financials 15.47%
3 Healthcare 13.67%
4 Materials 9.47%
5 Communication Services 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-17,401
77
-7,004
78
-35,200
79
-14,417