SV
Stilwell Value Portfolio holdings
AUM
$205M
1-Year Est. Return
94.73%
1 Year Est. Return
+94.73%
AUM
$195M
AUM Growth
-$3.92M
(-2%)
Holding
32
Top Sells
| 1 | +$7.92M | |
| 2 | +$1.21M | |
| 3 | +$34.7K | |
| 4 |
ICCH
ICC Holdings, Inc.
ICCH
|
+$2.33K |
Sector Composition
| 1 | Real Estate | 39% |
| 2 | Financials | 36.14% |
| 3 | Consumer Discretionary | 23.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
FBLA
26
FB Bancorp
FBLA
$219M
| $225K | 0.12% |
20,000
|
|
||
27
CFSB Bancorp
CFSB
$93.1M
| $76.3K | 0.04% |
10,000
|
|
||
28
Principal Financial Group
PFG
$17.8B
| $46.1K | 0.02% |
547
|
|
||
|
WHLR
29
Wheeler Real Estate Investment Trust
WHLR
$4.06M
| $7.43K | ﹤0.01% |
336
|
|
||
30
MetLife
MET
$52.4B
| $4.82K | ﹤0.01% |
60
|
|
||
|
ICCH
31
DELISTED
ICC Holdings, Inc.
ICCH
| – | – |
-100
|
|
||
|
GBNY
32
DELISTED
Generations Bancorp NY, Inc. Common Stock
GBNY
| – | – |
-80,000
|
|