SV
Stilwell Value Portfolio holdings
AUM
$205M
This Quarter Return
-4.22%
1 Year Return
+94.73%
3 Year Return
+177.91%
5 Year Return
+446.72%
10 Year Return
+563.54%
AUM
$147M
AUM Growth
+$147M
(-8.5%)
Cap. Flow
-$6.41M
Cap. Flow
% of AUM
-4.36%
Top 10 Holdings %
Top 10 Hldgs %
62.52%
Holding
52
New
3
Increased
10
Reduced
1
Closed
2
Top Buys
| 1 |
PBBI
PB Bancorp, Inc. Common Stock
PBBI
|
$842K |
| 2 |
First Bancorp
FBP
|
$768K |
| 3 |
Popular Inc
BPOP
|
$715K |
| 4 |
Lake Shore Bancorp
LSBK
|
$401K |
| 5 |
MFNC
Mackinac Financial Corporation
MFNC
|
$359K |
Top Sells
| 1 |
ABCW
ANCHOR BANCORP WISCONSIN INC COMMON STOCK
ABCW
|
$9.13M |
| 2 |
CBNJ
CAPE BANCORP, INC COM
CBNJ
|
$635K |
| 3 |
PSBH
PSB HOLDINGS INC
PSBH
|
$535K |
Sector Composition
| 1 | Financials | 71.32% |
| 2 | Consumer Discretionary | 11.66% |