SJ
Stilwell Joseph Portfolio holdings
AUM
$174M
1-Year Est. Return
15.41%
This Fund
S&P 500
1 Year Est. Return
+15.41%
AUM
$174M
AUM Growth
+$19.1M
(+12%)
Holding
58
Top Buys
| 1 | +$6.62M | |
| 2 | +$3.25M | |
| 3 | +$2.94M | |
| 4 |
SMPL
SIMPLICITY BANCORP INC
SMPL
|
+$1.41M |
| 5 |
Medallion Financial
MFIN
|
+$956K |
Top Sells
| 1 | +$4.86M | |
| 2 | +$499K | |
| 3 | +$344K | |
| 4 |
PFBX
Peoples Financial Corp/MS
PFBX
|
+$265K |
| 5 |
UCBA
United Community Bancorp
UCBA
|
+$222K |
Sector Composition
| 1 | Financials | 55.83% |
| 2 | Consumer Discretionary | 11.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Magyar Bancorp
MGYR
$113M
| $56K | 0.03% |
8,059
+2,809
|
|
||
52
Principal Financial Group
PFG
$20.3B
| $28K | 0.02% |
547
|
|
||
53
MetLife
MET
$47.8B
| $3K | ﹤0.01% |
67
|
|
||
|
FSFG
54
DELISTED
First Savings Financial Group
FSFG
| – | – |
-60,000
|
|
||
|
PFBX
55
DELISTED
Peoples Financial Corp/MS
PFBX
| – | – |
-20,000
|
|
||
|
HBNK
56
DELISTED
HAMPDEN BANCORP INC COM STK (DELAWARE)
HBNK
| – | – |
-20,000
|
|
||
|
FFCO
57
DELISTED
FED FIRST FINANCIAL CORP COM
FFCO
| – | – |
-223,384
|
|