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
$147M
AUM Growth
-$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$842K
2 +$768K
3 +$715K
4
LSBK icon
Lake Shore Bancorp
LSBK
+$401K
5
MFNC
Mackinac Financial Corporation
MFNC
+$359K

Top Sells

1 +$9.13M
2 +$635K
3 +$535K

Sector Composition

1 Financials 71.32%
2 Consumer Discretionary 11.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-52,716
52
-209,800