SCA

Stieven Capital Advisors Portfolio holdings

AUM $530M
1-Year Est. Return 13.63%
This Quarter Est. Return
1 Year Est. Return
+13.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$831M
AUM Growth
-$224K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$13.1M
3
+$8.25M
4
CFG icon
Citizens Financial Group
CFG
+$6.71M
5
UBSI icon
United Bankshares
UBSI
+$4.34M

Top Sells

1
+$28.2M
2
+$13.6M
3
+$9.91M
4
V icon
Visa
V
+$9.04M
5
BAC icon
Bank of America
BAC
+$8.96M

Sector Composition

1 Financials 93.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-35,000
52
– –
-166,669
53
– –
-695,532
54
– –
-1,285,327
1 2
3