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
$161M
AUM Growth
-$8.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$244K
2 +$212K
3 +$131K
4
LSBK icon
Lake Shore Bancorp
LSBK
+$67K
5
HFBC
HopFed Bancorp Inc
HFBC
+$18.5K

Sector Composition

1 Financials 67.44%
2 Consumer Discretionary 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,181,635
52
-135,900
53
-282,479