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
$155M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$1.22M
3
+$591K
4
PFBX
Peoples Financial Corp/MS
PFBX
+$265K
5
RIVR
RIVER VALLEY BANCORP
RIVR
+$257K

Top Sells

1
+$8.24M
2
+$4.2M
3
+$1.74M
4
CZWI icon
Citizens Community Bancorp
CZWI
+$1.42M
5
PBIP
Prudential Bancorp, Inc.
PBIP
+$1.16M

Sector Composition

1 Financials 54.98%
2 Consumer Discretionary 14.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WBB
26
DELISTED
Westbury Bancorp, Inc.
WBB
$1.35M 0.87%
89,950
HFBL icon
27
Home Federal Bancorp
HFBL
$1.35M 0.87%
140,000
MFIN icon
28
Medallion Financial
MFIN
$229M
$1.22M 0.79%
+105,000
FGNX
29
FG Nexus Inc
FGNX
$4.86M
$1.22M 0.79%
6,272
WEBK
30
DELISTED
Wellesley Bancorp, Inc.
WEBK
$1.08M 0.7%
56,678
-8,464
LSBK icon
31
Lake Shore Bancorp
LSBK
$98M
$1M 0.65%
79,440
+3,856
CHEV
32
DELISTED
CHEVIOT FINL CORP
CHEV
$764K 0.49%
60,000
FFNM
33
DELISTED
FIRST FEDERAL OF NORTHERN MICHIGAN BANCORP, INC.
FFNM
$644K 0.42%
120,900
+110,900
MSBF
34
DELISTED
MSB Financial Corp.
MSBF
$519K 0.34%
70,567
+1,710
FSFG icon
35
First Savings Financial Group
FSFG
$207M
$499K 0.32%
60,000
ESSA
36
DELISTED
ESSA Bancorp
ESSA
$396K 0.26%
35,000
PSBH
37
DELISTED
PSB HOLDINGS INC
PSBH
$384K 0.25%
52,716
+930
HBNK
38
DELISTED
HAMPDEN BANCORP INC COM STK (DELAWARE)
HBNK
$344K 0.22%
20,000
PFBX
39
DELISTED
Peoples Financial Corp/MS
PFBX
$265K 0.17%
+20,000
RIVR
40
DELISTED
RIVER VALLEY BANCORP
RIVR
$257K 0.17%
+12,000
CWAY
41
DELISTED
Coastway Bancorp, Inc.
CWAY
$215K 0.14%
20,000
CSBK
42
DELISTED
Clifton Bancorp Inc.
CSBK
$88K 0.06%
+6,986
SSFN
43
DELISTED
Stewardship Financial Corp
SSFN
$65K 0.04%
+14,528
LPSB
44
DELISTED
LAPORTE BANCORP INC MD COM STK
LPSB
$55K 0.04%
4,875
MGYR icon
45
Magyar Bancorp
MGYR
$109M
$37K 0.02%
5,250
PFG icon
46
Principal Financial Group
PFG
$17.5B
$29K 0.02%
547
MET icon
47
MetLife
MET
$52.2B
$3K ﹤0.01%
67
BANC icon
48
Banc of California
BANC
$2.53B
– –
-384,995
CZWI icon
49
Citizens Community Bancorp
CZWI
$149M
– –
-166,987
PBIP
50
DELISTED
Prudential Bancorp, Inc.
PBIP
– –
-100,926
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