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
$169M
AUM Growth
-$3.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$535K
2 +$186K
3 +$149K
4
WAYN
Wayne Savings Bancshares Inc
WAYN
+$95K
5
FBP icon
First Bancorp
FBP
+$35.6K

Sector Composition

1 Financials 61.62%
2 Consumer Discretionary 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$26K 0.02%
547
52
$4K ﹤0.01%
+436
53
$3K ﹤0.01%
67