SV

Stilwell Value Portfolio holdings

AUM $205M
1-Year Est. Return 94.73%
This Quarter Est. Return
1 Year Est. Return
+94.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
-$6.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$1.21M
2 +$269K
3 +$67K

Top Sells

1 +$6.24M
2 +$5.14M
3 +$1.12M
4
FFNW
First Financial Northwest, Inc
FFNW
+$908K
5
JXSB
Jacksonville Bancorp Inc
JXSB
+$331K

Sector Composition

1 Financials 60.33%
2 Consumer Discretionary 12.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$3K ﹤0.01%
67
52
-679,831
53
-359,596