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
-$5.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.08M
3
+$396K
4
LSBK icon
Lake Shore Bancorp
LSBK
+$361K
5
HFBC
HopFed Bancorp Inc
HFBC
+$292K

Top Sells

1
+$6.51M
2
+$1.79M
3
+$1.69M
4
IROQ icon
IF Bancorp
IROQ
+$1M
5
PBHC icon
Pathfinder Bancorp
PBHC
+$656K

Sector Composition

1 Financials 56.59%
2 Consumer Discretionary 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$27K 0.02%
547
52
$3K ﹤0.01%
67
53
$3K ﹤0.01%
300
54
– –
-10,000
55
– –
-83,442
56
– –
-45,200
57
– –
-16,077
58
– –
-4,000
59
– –
-112,200
60
– –
-92,700
1 2
3