SV

Stilwell Value Portfolio holdings

AUM $181M
1-Year Est. Return 11.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.12%
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 +$866K
2 +$701K
3 +$655K
4
LSBK icon
Lake Shore Bancorp
LSBK
+$406K
5
MFNC
Mackinac Financial Corporation
MFNC
+$370K

Top Sells

1 +$9.13M
2 +$619K
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