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
1
$13.5M 8.38%
1,328,100
2
$12.2M 7.61%
3,014,765
3
$10.3M 6.42%
669,996
4
$8.74M 5.43%
1,244,402
-8,198
5
$8.16M 5.08%
699,628
6
$7.86M 4.89%
442,900
7
$6.61M 4.11%
645,416
8
$6.44M 4%
396,145
+17,711
9
$5.44M 3.38%
479,599
-2,500
10
$5.12M 3.18%
679,831
11
$5M 3.11%
167,447
12
$4.72M 2.93%
251,725
13
$4.67M 2.91%
216,447
14
$4.66M 2.9%
333,101
15
$4.59M 2.86%
323,471
+5,000
16
$4.24M 2.64%
408,149
+45,308
17
$4.15M 2.58%
239,683
-8,400
18
$4.05M 2.52%
202,884
-19,731
19
$3.98M 2.47%
359,596
20
$3.14M 1.95%
149,445
+1,110
21
$3.07M 1.91%
263,322
-5,000
22
$3.03M 1.88%
311,379
23
$2.94M 1.83%
148,390
24
$2.3M 1.43%
157,060
+4,310
25
$2.07M 1.29%
140,000
1
2 3