SV
Stilwell Value Portfolio holdings
AUM
$205M
This Quarter Return
+7.44%
1 Year Return
+94.73%
3 Year Return
+177.91%
5 Year Return
+446.72%
10 Year Return
+563.54%
AUM
$95.6M
AUM Growth
+$95.6M
(+1.4%)
Cap. Flow
+$1.05M
Cap. Flow
% of AUM
1.1%
Top 10 Holdings %
Top 10 Hldgs %
80.18%
Holding
43
New
4
Increased
8
Reduced
5
Closed
3
Top Buys
| 1 |
Kingsway Financial Services
KFS
|
$2.05M |
| 2 |
First Savings Financial Group
FSFG
|
$1.46M |
| 3 |
Popular Inc
BPOP
|
$1.45M |
| 4 |
Sound Financial Bancorp
SFBC
|
$1.03M |
| 5 |
RNDB
Randolph Bancorp, Inc. Common Stock
RNDB
|
$1.01M |
Top Sells
| 1 |
Crescent Capital BDC
CCAP
|
$3.24M |
| 2 |
RBNC
Reliant Bancorp, Inc. Common Stock
RBNC
|
$1.92M |
| 3 |
MLVF
Malvern Bancorp, Inc.
MLVF
|
$1.51M |
| 4 |
CWBC
Community West BanCshares
CWBC
|
$1.16M |
| 5 |
OTTW
Ottawa Bancorp, Inc. Common Stock
OTTW
|
$535K |
Sector Composition
| 1 | Financials | 75.82% |
| 2 | Consumer Discretionary | 18.91% |
| 3 | Real Estate | 3.76% |
