SJ

Stilwell Joseph Portfolio holdings

AUM $174M
1-Year Est. Return 15.85%
This Quarter Est. Return
1 Year Est. Return
+15.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$7.23M
2 +$3.41M
3 +$2.97M
4
SMPL
SIMPLICITY BANCORP INC
SMPL
+$1.46M
5
FBP icon
First Bancorp
FBP
+$1.06M

Top Sells

1 +$4.86M
2 +$499K
3 +$344K
4
PFBX
Peoples Financial Corp/MS
PFBX
+$265K
5
UCBA
United Community Bancorp
UCBA
+$218K

Sector Composition

1 Financials 55.83%
2 Consumer Discretionary 11.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KFS icon
1
Kingsway Financial Services
KFS
$440M
$20M 11.52%
3,609,718
FFNW
2
DELISTED
First Financial Northwest, Inc
FFNW
$15.9M 9.13%
1,318,100
PROV icon
3
Provident Financial
PROV
$103M
$10.6M 6.11%
701,917
+17,183
NECB
4
DELISTED
NORTHEAST COMMUNITY BANCORP, INC.
NECB
$8.77M 5.04%
1,215,212
-16,400
HFBC
5
DELISTED
HopFed Bancorp Inc
HFBC
$8.77M 5.04%
689,628
-10,000
MLVF
6
DELISTED
Malvern Bancorp, Inc.
MLVF
$7.8M 4.49%
645,416
ABCW
7
DELISTED
ANCHOR BANCORP WISCONSIN INC COMMON STOCK
ABCW
$7.23M 4.15%
+209,800
IROQ icon
8
IF Bancorp
IROQ
$83.7M
$6.61M 3.8%
391,111
+3,829
NVSL
9
DELISTED
NAUGATUCK VALLEY FINANCIAL CORP
NVSL
$5.82M 3.35%
679,831
PBSK
10
DELISTED
Poage Bankshares, Inc.
PBSK
$5.57M 3.2%
374,708
UCBA
11
DELISTED
United Community Bancorp
UCBA
$5.21M 3%
448,320
-18,779
ANCB
12
DELISTED
Anchor Bancorp
ANCB
$5.13M 2.95%
251,725
WBKC
13
DELISTED
Wolverine Bancorp, Inc.
WBKC
$4.94M 2.84%
206,407
COBK
14
DELISTED
COLONIAL FINL SVCS INC COM STK (MD)
COBK
$4.82M 2.77%
359,596
SFBC icon
15
Sound Financial Bancorp
SFBC
$107M
$4.52M 2.6%
239,683
HBK
16
DELISTED
Hamilton Bancorp, Inc. Common Stock
HBK
$4.1M 2.36%
315,101
JXSB
17
DELISTED
Jacksonville Bancorp Inc
JXSB
$3.73M 2.15%
162,285
+19,528
ENFC
18
DELISTED
Entegra Financial Corp.
ENFC
$3.41M 1.96%
+236,968
WSBF icon
19
Waterstone Financial
WSBF
$273M
$3.4M 1.95%
258,149
WAYN
20
DELISTED
Wayne Savings Bancshares Inc
WAYN
$3.3M 1.9%
246,220
-15,000
PBCP
21
DELISTED
POLONIA BANCORP INC MD
PBCP
$3M 1.73%
287,379
-18,000
CBFV icon
22
CB Financial Services
CBFV
$159M
$2.97M 1.71%
+149,243
GTWN
23
DELISTED
Georgetown Bancorp, Inc.(MA)
GTWN
$2.3M 1.32%
140,000
FSBW icon
24
FS Bancorp
FSBW
$284M
$2.19M 1.26%
240,000
HTB
25
HomeTrust Bancshares
HTB
$684M
$2M 1.15%
120,000