SV
Stilwell Value Portfolio holdings
AUM
$205M
This Quarter Return
-0.14%
1 Year Return
+94.73%
3 Year Return
+177.91%
5 Year Return
+446.72%
10 Year Return
+563.54%
AUM
$140M
AUM Growth
+$140M
(-0.06%)
Cap. Flow
+$544K
Cap. Flow
% of AUM
0.39%
Top 10 Holdings %
Top 10 Hldgs %
68.37%
Holding
43
New
5
Increased
2
Reduced
8
Closed
1
Top Buys
| 1 |
NI Holdings
NODK
|
$2.2M |
| 2 |
Great Elm Group
GEG
|
$1.33M |
| 3 |
PBIP
Prudential Bancorp, Inc.
PBIP
|
$660K |
| 4 |
HVBC
HV Bancorp, Inc. Common Stock
HVBC
|
$422K |
| 5 |
Kingsway Financial Services
KFS
|
$421K |
Top Sells
| 1 |
ENFC
Entegra Financial Corp.
ENFC
|
$2.13M |
| 2 |
MLVF
Malvern Bancorp, Inc.
MLVF
|
$1.64M |
| 3 |
OFED
Oconee Federal Financial Corp.
OFED
|
$368K |
| 4 |
Provident Bancorp
PVBC
|
$269K |
| 5 |
Provident Financial
PROV
|
$183K |
Sector Composition
| 1 | Financials | 70.74% |
| 2 | Consumer Discretionary | 15.21% |
