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
$166M
AUM Growth
+$4.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$1.77M
3
+$1.4M
4
PBSK
Poage Bankshares, Inc.
PBSK
+$648K
5
FFCO
FED FIRST FINANCIAL CORP COM
FFCO
+$449K

Top Sells

1
+$5M
2
+$2.94M
3
+$1.71M
4
KINS icon
Kingstone Companies
KINS
+$1.39M
5
JFBI
JEFFERSON BANCSHARES INC
JFBI
+$1.2M

Sector Composition

1 Financials 59.64%
2 Consumer Discretionary 11.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 1.09%
100,000
-8,120
27
$1.77M 1.07%
+160,000
28
$1.74M 1.05%
80,000
29
$1.42M 0.86%
166,987
30
$1.4M 0.84%
+6,272
31
$1.37M 0.82%
140,000
32
$1.36M 0.82%
89,950
-67,110
33
$1.24M 0.75%
65,142
-9,858
34
$1.16M 0.7%
100,926
35
$941K 0.57%
75,584
+1,674
36
$748K 0.45%
60,000
-20,000
37
$488K 0.29%
68,857
+6,040
38
$484K 0.29%
60,000
39
$390K 0.24%
35,000
40
$348K 0.21%
51,786
41
$337K 0.2%
20,000
42
$219K 0.13%
20,000
43
$61K 0.04%
+10,000
44
$54K 0.03%
4,875
45
$35K 0.02%
5,250
46
$28K 0.02%
547
47
$3K ﹤0.01%
67
48
– –
-198,700
49
– –
-300
50
– –
-30,470
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