SJ
Stilwell Joseph Portfolio holdings
AUM
$174M
This Quarter Return
+10.04%
1 Year Return
+15.85%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$166M
AUM Growth
+$166M
(+3.1%)
Cap. Flow
-$7.79M
Cap. Flow
% of AUM
-4.7%
Top 10 Holdings %
Top 10 Hldgs %
55.86%
Holding
54
New
4
Increased
5
Reduced
13
Closed
7
Top Buys
| 1 |
Banc of California
BANC
|
$4.2M |
| 2 |
ISBC
Investors Bancorp, Inc.
ISBC
|
$1.77M |
| 3 |
FGNX
Fundamental Global
FGNX
|
$1.4M |
| 4 |
PBSK
Poage Bankshares, Inc.
PBSK
|
$648K |
| 5 |
FFCO
FED FIRST FINANCIAL CORP COM
FFCO
|
$449K |
Top Sells
| 1 |
THRD
TF FINANCIAL CORP COM STK (PA)
THRD
|
$5M |
| 2 |
SPBC
SP BANCORP, INC COM STK
SPBC
|
$2.94M |
| 3 |
Waterstone Financial
WSBF
|
$1.71M |
| 4 |
Kingstone Companies
KINS
|
$1.39M |
| 5 |
JFBI
JEFFERSON BANCSHARES INC
JFBI
|
$1.2M |
Sector Composition
| 1 | Financials | 59.64% |
| 2 | Consumer Discretionary | 11.4% |