SV
Stilwell Value Portfolio holdings
AUM
$205M
This Quarter Return
+0.03%
1 Year Return
+94.73%
3 Year Return
+177.91%
5 Year Return
+446.72%
10 Year Return
+563.54%
AUM
$139M
AUM Growth
+$139M
(-1.2%)
Cap. Flow
-$3.14M
Cap. Flow
% of AUM
-2.26%
Top 10 Holdings %
Top 10 Hldgs %
68.38%
Holding
45
New
3
Increased
2
Reduced
5
Closed
5
Top Buys
| 1 |
WHLR
Wheeler Real Estate Investment Trust
WHLR
|
$7.23M |
| 2 |
OFG Bancorp
OFG
|
$770K |
| 3 |
ESBK
Elmira Savings Bank Elmira NY
ESBK
|
$483K |
| 4 |
Kingsway Financial Services
KFS
|
$213K |
| 5 |
CWBC
Community West BanCshares
CWBC
|
$10K |
Top Sells
| 1 |
MLVF
Malvern Bancorp, Inc.
MLVF
|
$3.76M |
| 2 |
Provident Financial
PROV
|
$2.9M |
| 3 |
Great Elm Group
GEG
|
$1.39M |
| 4 |
WBKC
Wolverine Bancorp, Inc.
WBKC
|
$1.34M |
| 5 |
ENFC
Entegra Financial Corp.
ENFC
|
$946K |
Sector Composition
| 1 | Financials | 64.81% |
| 2 | Consumer Discretionary | 16.21% |
| 3 | Real Estate | 5.21% |
