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SV

Stilwell Value Portfolio holdings

AUM $167M
1-Year Est. Return 3.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-3.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
-$8.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$277K
2
+$222K
3
+$124K
4
LSBK icon
Lake Shore Bancorp
LSBK
+$67.1K
5
HFBC
HopFed Bancorp Inc
HFBC
+$18.2K

Top Sells

1
+$8.81M
2
+$4.74M
3
+$3.67M
4
FFNM
FIRST FEDERAL OF NORTHERN MICHIGAN BANCORP, INC.
FFNM
+$855K
5
RIVR
RIVER VALLEY BANCORP
RIVR
+$267K

Sector Composition

1 Financials 77.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,181,635
52
– –
-135,900
53
– –
-282,479
1 2
3