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
$161M
AUM Growth
-$4.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$471K
2
+$288K
3
+$206K
4
PBSK
Poage Bankshares, Inc.
PBSK
+$71K
5
WBB
Westbury Bancorp, Inc.
WBB
+$63.1K

Top Sells

1
+$2.4M
2
+$1.6M
3
+$1.07M
4
KINS icon
Kingstone Companies
KINS
+$706K
5
ALLB
Alliance Bancorp Inc PA
ALLB
+$678K

Sector Composition

1 Financials 57.87%
2 Consumer Discretionary 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 1.22%
240,000
27
$1.89M 1.18%
120,000
28
$1.88M 1.17%
108,120
29
$1.56M 0.97%
80,000
30
$1.43M 0.89%
75,000
31
$1.39M 0.86%
198,700
-101,300
32
$1.38M 0.86%
140,000
33
$1.34M 0.83%
166,987
34
$1.2M 0.75%
154,025
-308,053
35
$1.07M 0.67%
100,926
-100,000
36
$916K 0.57%
73,910
+3,662
37
$826K 0.51%
80,000
38
$470K 0.29%
60,000
39
$441K 0.27%
62,817
40
$380K 0.24%
35,000
41
$371K 0.23%
51,786
42
$352K 0.22%
30,470
43
$315K 0.2%
20,000
44
$307K 0.19%
25,000
45
$206K 0.13%
+20,000
46
$52K 0.03%
4,875
47
$35K 0.02%
5,250
48
$25K 0.02%
547
49
$3K ﹤0.01%
67
50
$3K ﹤0.01%
300
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