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
$183M
AUM Growth
+$951K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$7.12M
2 +$400K
3 +$210K
4
KEQU icon
Kewaunee Scientific
KEQU
+$138K
5
DLHC icon
DLH Holdings
DLHC
+$63.8K

Top Sells

1 +$9.2M
2 +$8.11M
3 +$7.75M
4
CAC icon
Camden National
CAC
+$2.44M
5
CCF
Chase Corporation
CCF
+$1.88M

Sector Composition

1 Industrials 38.59%
2 Financials 15.33%
3 Healthcare 10%
4 Communication Services 9.73%
5 Consumer Discretionary 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-61,226