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
+$4.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$1.77M
3
+$1.4M
4
PBSK
Poage Bankshares, Inc.
PBSK
+$648K
5
FFCO
FED FIRST FINANCIAL CORP COM
FFCO
+$449K

Top Sells

1
+$5M
2
+$2.94M
3
+$1.71M
4
KINS icon
Kingstone Companies
KINS
+$1.39M
5
JFBI
JEFFERSON BANCSHARES INC
JFBI
+$1.2M

Sector Composition

1 Financials 59.64%
2 Consumer Discretionary 11.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-25,000
52
– –
-167,447
53
– –
-148,390
54
– –
-154,025
1 2
3