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
$153M
AUM Growth
+$6.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$6.22M
2 +$3.09M
3 +$109K
4
MSFG
MainSource Financial Group Inc
MSFG
+$71K
5
LSBK icon
Lake Shore Bancorp
LSBK
+$65.1K

Top Sells

1 +$1.34M
2 +$1.29M
3 +$1.23M
4
CBNJ
CAPE BANCORP, INC COM
CBNJ
+$1.08M
5
CHEV
CHEVIOT FINL CORP
CHEV
+$881K

Sector Composition

1 Financials 72.3%
2 Consumer Discretionary 12.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-80,601
52
-6,986
53
-60,000