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
$161M
AUM Growth
-$4.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$471K
2
+$288K
3
+$206K
4
PBSK
Poage Bankshares, Inc.
PBSK
+$71K
5
WBB
Westbury Bancorp, Inc.
WBB
+$63.1K

Top Sells

1
+$2.4M
2
+$1.6M
3
+$1.07M
4
KINS icon
Kingstone Companies
KINS
+$706K
5
ALLB
Alliance Bancorp Inc PA
ALLB
+$678K

Sector Composition

1 Financials 57.87%
2 Consumer Discretionary 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-9,409
52
– –
-44,000
53
– –
-98,908
54
– –
-10,260
1 2
3