SV
Stilwell Value Portfolio holdings
AUM
$205M
This Quarter Return
-11.74%
1 Year Return
+94.73%
3 Year Return
+177.91%
5 Year Return
+446.72%
10 Year Return
+563.54%
AUM
$133M
AUM Growth
+$133M
(+12%)
Cap. Flow
+$25.2M
Cap. Flow
% of AUM
18.92%
Top 10 Holdings %
Top 10 Hldgs %
76.1%
Holding
44
New
6
Increased
8
Reduced
1
Closed
5
Top Buys
| 1 |
Amerant Bancorp
AMTB
|
$10M |
| 2 |
OFG Bancorp
OFG
|
$7.79M |
| 3 |
Hope Bancorp
HOPE
|
$3.99M |
| 4 |
ISBC
Investors Bancorp, Inc.
ISBC
|
$3.34M |
| 5 |
FS Bancorp
FSBW
|
$3.05M |
Top Sells
| 1 |
ANCB
Anchor Bancorp
ANCB
|
$6.69M |
| 2 |
IF Bancorp
IROQ
|
$2.42M |
| 3 |
FGNX
Fundamental Global
FGNX
|
$745K |
| 4 |
PBSK
Poage Bankshares, Inc.
PBSK
|
$502K |
| 5 |
Broadway Financial
BYFC
|
$25K |
Sector Composition
| 1 | Financials | 70.94% |
| 2 | Consumer Discretionary | 10.57% |
| 3 | Real Estate | 0.59% |
