SV
Stilwell Value Portfolio holdings
AUM
$205M
This Quarter Return
+1.61%
1 Year Return
+94.73%
3 Year Return
+177.91%
5 Year Return
+446.72%
10 Year Return
+563.54%
AUM
$130M
AUM Growth
+$130M
(-6.4%)
Cap. Flow
-$10.5M
Cap. Flow
% of AUM
-8.12%
Top 10 Holdings %
Top 10 Hldgs %
72.78%
Holding
40
New
1
Increased
3
Reduced
5
Closed
5
Top Buys
| 1 |
WHLR
Wheeler Real Estate Investment Trust
WHLR
|
$1.64M |
| 2 |
OFG Bancorp
OFG
|
$1.38M |
| 3 |
Kingsway Financial Services
KFS
|
$447K |
Top Sells
| 1 |
WBKC
Wolverine Bancorp, Inc.
WBKC
|
$6.78M |
| 2 |
Provident Financial
PROV
|
$2.75M |
| 3 |
FSBC
FSB Bancorp, Inc. Common Stock
FSBC
|
$1.26M |
| 4 |
PBBI
PB Bancorp, Inc. Common Stock
PBBI
|
$1.06M |
| 5 |
FS Bancorp
FSBW
|
$904K |
Sector Composition
| 1 | Financials | 60.1% |
| 2 | Consumer Discretionary | 17.81% |
| 3 | Real Estate | 7.56% |
