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%