SV

Stilwell Value Portfolio holdings

AUM $181M
1-Year Est. Return 11.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 57.13%
2 Consumer Discretionary 11.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$28K 0.02%
+547
52
$3K ﹤0.01%
+67