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
LSBK icon
26
Lake Shore Bancorp
LSBK
$109M
$1.97M 1.13%
145,495
+66,055
OFED
27
DELISTED
Oconee Federal Financial Corp.
OFED
$1.95M 1.12%
97,500
-2,500
MFIN icon
28
Medallion Financial
MFIN
$230M
$1.93M 1.11%
192,629
+87,629
ISBC
29
DELISTED
Investors Bancorp, Inc.
ISBC
$1.8M 1.03%
160,000
WBB
30
DELISTED
Westbury Bancorp, Inc.
WBB
$1.48M 0.85%
89,950
SMPL
31
DELISTED
SIMPLICITY BANCORP INC
SMPL
$1.46M 0.84%
+85,000
HFBL icon
32
Home Federal Bancorp
HFBL
$48.2M
$1.37M 0.79%
140,000
FGNX
33
FG Nexus Inc
FGNX
$122M
$1.23M 0.71%
6,272
WEBK
34
DELISTED
Wellesley Bancorp, Inc.
WEBK
$1.06M 0.61%
55,275
-1,403
FBP icon
35
First Bancorp
FBP
$3.13B
$1.06M 0.61%
+180,000
CHEV
36
DELISTED
CHEVIOT FINL CORP
CHEV
$853K 0.49%
60,000
BHBK
37
DELISTED
Blue Hills Bancorp, Inc.
BHBK
$815K 0.47%
+60,000
FFNM
38
DELISTED
FIRST FEDERAL OF NORTHERN MICHIGAN BANCORP, INC.
FFNM
$746K 0.43%
135,900
+15,000
MSBF
39
DELISTED
MSB Financial Corp.
MSBF
$635K 0.37%
70,567
SBCP
40
DELISTED
Sunshine Bancorp, Inc
SBCP
$518K 0.3%
+42,344
ESSA
41
DELISTED
ESSA Bancorp
ESSA
$420K 0.24%
35,000
PSBH
42
DELISTED
PSB HOLDINGS INC
PSBH
$410K 0.24%
52,716
MELR
43
DELISTED
Melrose Bancorp, Inc.
MELR
$397K 0.23%
+30,000
RIVR
44
DELISTED
RIVER VALLEY BANCORP
RIVR
$254K 0.15%
12,000
CWAY
45
DELISTED
Coastway Bancorp, Inc.
CWAY
$232K 0.13%
20,000
EBSB
46
DELISTED
Meridian Bancorp, Inc.
EBSB
$198K 0.11%
+17,641
BPOP icon
47
Popular Inc
BPOP
$7.62B
$170K 0.1%
+5,000
CSBK
48
DELISTED
Clifton Bancorp Inc.
CSBK
$95K 0.05%
6,986
SSFN
49
DELISTED
Stewardship Financial Corp
SSFN
$71K 0.04%
14,528
LPSB
50
DELISTED
LAPORTE BANCORP INC MD COM STK
LPSB
$61K 0.04%
4,875
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