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
1
$18.9M 11.4%
3,014,765
2
$14.3M 8.64%
1,318,100
-10,000
3
$9.91M 5.98%
681,417
+11,421
4
$8.69M 5.24%
1,228,644
-15,758
5
$8.24M 4.97%
392,900
-50,000
6
$8.13M 4.9%
699,628
7
$6.8M 4.1%
645,416
8
$6.39M 3.85%
387,282
-8,863
9
$5.66M 3.42%
679,831
10
$5.58M 3.37%
474,599
-5,000
11
$5.42M 3.27%
367,433
+43,962
12
$4.89M 2.95%
223,384
+20,500
13
$4.81M 2.9%
251,725
14
$4.67M 2.82%
205,947
-10,500
15
$4.54M 2.74%
359,596
16
$4.2M 2.53%
+384,995
17
$4.19M 2.53%
239,683
18
$4.08M 2.46%
315,101
-18,000
19
$3.32M 2%
255,822
-7,500
20
$3.21M 1.94%
311,379
21
$3.16M 1.91%
149,445
22
$2.94M 1.78%
258,149
-150,000
23
$2.37M 1.43%
140,000
24
$2.09M 1.26%
240,000
25
$1.89M 1.14%
120,000
1
2 3