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
KFS icon
1
Kingsway Financial Services
KFS
$421M
$22.7M 14.64%
3,609,718
+594,953
FFNW
2
DELISTED
First Financial Northwest, Inc
FFNW
$13.5M 8.69%
1,318,100
PROV icon
3
Provident Financial
PROV
$103M
$9.99M 6.45%
684,734
+3,317
NECB
4
DELISTED
NORTHEAST COMMUNITY BANCORP, INC.
NECB
$8.54M 5.51%
1,231,612
+2,968
HFBC
5
DELISTED
HopFed Bancorp Inc
HFBC
$8.05M 5.2%
699,628
MLVF
6
DELISTED
Malvern Bancorp, Inc.
MLVF
$7.35M 4.75%
645,416
IROQ icon
7
IF Bancorp
IROQ
$6.48M 4.19%
387,282
PBSK
8
DELISTED
Poage Bankshares, Inc.
PBSK
$5.62M 3.63%
374,708
+7,275
UCBA
9
DELISTED
United Community Bancorp
UCBA
$5.58M 3.6%
467,099
-7,500
NVSL
10
DELISTED
NAUGATUCK VALLEY FINANCIAL CORP
NVSL
$5.32M 3.43%
679,831
ANCB
11
DELISTED
Anchor Bancorp
ANCB
$5.18M 3.35%
251,725
FFCO
12
DELISTED
FED FIRST FINANCIAL CORP COM
FFCO
$4.86M 3.14%
223,384
COBK
13
DELISTED
COLONIAL FINL SVCS INC COM STK (MD)
COBK
$4.78M 3.09%
359,596
WBKC
14
DELISTED
Wolverine Bancorp, Inc.
WBKC
$4.64M 3%
206,407
+460
SFBC icon
15
Sound Financial Bancorp
SFBC
$107M
$4.27M 2.76%
239,683
HBK
16
DELISTED
Hamilton Bancorp, Inc. Common Stock
HBK
$4.21M 2.72%
315,101
WAYN
17
DELISTED
Wayne Savings Bancshares Inc
WAYN
$3.23M 2.08%
261,220
+5,398
JXSB
18
DELISTED
Jacksonville Bancorp Inc
JXSB
$3.18M 2.06%
142,757
-6,688
PBCP
19
DELISTED
POLONIA BANCORP INC MD
PBCP
$3.15M 2.03%
305,379
-6,000
WSBF icon
20
Waterstone Financial
WSBF
$275M
$2.98M 1.93%
258,149
GTWN
21
DELISTED
Georgetown Bancorp, Inc.(MA)
GTWN
$2.26M 1.46%
140,000
FSBW icon
22
FS Bancorp
FSBW
$286M
$2.05M 1.33%
240,000
OFED
23
DELISTED
Oconee Federal Financial Corp.
OFED
$1.85M 1.19%
100,000
HTB
24
HomeTrust Bancshares
HTB
$686M
$1.75M 1.13%
120,000
ISBC
25
DELISTED
Investors Bancorp, Inc.
ISBC
$1.62M 1.05%
160,000