SAV

Schutz Anton Villars Portfolio holdings

AUM $4.41M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.63M
AUM Growth
+$518K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$229K
2 +$150K
3 +$58.6K
4
ZION icon
Zions Bancorporation
ZION
+$55K
5
BBNK
BRIDGE CAPITAL HOLDINGS
BBNK
+$51K

Top Sells

1 +$76.3K
2 +$73.5K
3 +$68K

Sector Composition

1 Financials 49.46%
2 Consumer Discretionary 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PFC
26
DELISTED
Premier Financial Corp. Common Stock
PFC
-6,000