SV
Stilwell Value Portfolio holdings
AUM
$205M
This Quarter Return
+4.77%
1 Year Return
+94.73%
3 Year Return
+177.91%
5 Year Return
+446.72%
10 Year Return
+563.54%
AUM
$148M
AUM Growth
+$148M
(+4.3%)
Cap. Flow
+$7.03M
Cap. Flow
% of AUM
4.75%
Top 10 Holdings %
Top 10 Hldgs %
85.56%
Holding
43
New
8
Increased
4
Reduced
3
Closed
5
Top Buys
| 1 |
Northeast Community Bancorp
NECB
|
$7.71M |
| 2 |
VBNK
VersaBank
VBNK
|
$5.86M |
| 3 |
FS Bancorp
FSBW
|
$2.34M |
| 4 |
TFS Financial
TFSL
|
$1.91M |
| 5 |
Kingsway Financial Services
KFS
|
$633K |
Top Sells
| 1 |
First Bancorp
FBP
|
$5.96M |
| 2 |
RNDB
Randolph Bancorp, Inc. Common Stock
RNDB
|
$2.84M |
| 3 |
HMNF
HMN Financial Inc
HMNF
|
$1.58M |
| 4 |
Popular Inc
BPOP
|
$1.5M |
| 5 |
Lake Shore Bancorp
LSBK
|
$988K |
Sector Composition
| 1 | Financials | 72.41% |
| 2 | Consumer Discretionary | 25.03% |
| 3 | Real Estate | 2.35% |
