SV
Stilwell Value Portfolio holdings
AUM
$205M
This Quarter Return
-3.39%
1 Year Return
+94.73%
3 Year Return
+177.91%
5 Year Return
+446.72%
10 Year Return
+563.54%
AUM
$120M
AUM Growth
+$120M
(-7.1%)
Cap. Flow
-$505K
Cap. Flow
% of AUM
-0.42%
Top 10 Holdings %
Top 10 Hldgs %
73.66%
Holding
37
New
–
Increased
2
Reduced
3
Closed
2
Top Buys
| 1 |
MVC
MVC Capital, Inc.
MVC
|
$2.3M |
| 2 |
ABDC
Alcentra Capital Corp
ABDC
|
$1.49M |
Top Sells
| 1 |
Provident Financial
PROV
|
$2.15M |
| 2 |
NYRT
New York REIT, Inc.
NYRT
|
$1.57M |
| 3 |
Sound Financial Bancorp
SFBC
|
$407K |
| 4 |
FS Bancorp
FSBW
|
$127K |
| 5 |
PBSK
Poage Bankshares, Inc.
PBSK
|
$38.7K |
Sector Composition
| 1 | Financials | 59.88% |
| 2 | Consumer Discretionary | 12.63% |
| 3 | Real Estate | 2.54% |
