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
$155M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$3.74M
2 +$1.22M
3 +$591K
4
PFBX
Peoples Financial Corp/MS
PFBX
+$265K
5
RIVR
RIVER VALLEY BANCORP
RIVR
+$257K

Top Sells

1 +$8.24M
2 +$4.2M
3 +$1.74M
4
CZWI icon
Citizens Community Bancorp
CZWI
+$1.42M
5
PBIP
Prudential Bancorp, Inc.
PBIP
+$1.16M

Sector Composition

1 Financials 54.98%
2 Consumer Discretionary 14.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ASBB
51
DELISTED
ASB Bancorp Inc
ASBB
-392,900
FRNK
52
DELISTED
FRANKLIN FINL CORP VA COM STK (VA)
FRNK
-80,000