SV
Stilwell Value Portfolio holdings
AUM
$205M
This Quarter Return
+6.22%
1 Year Return
+94.73%
3 Year Return
+177.91%
5 Year Return
+446.72%
10 Year Return
+563.54%
AUM
$142M
AUM Growth
+$142M
(-4.6%)
Cap. Flow
-$12.8M
Cap. Flow
% of AUM
-9.01%
Top 10 Holdings %
Top 10 Hldgs %
83.62%
Holding
38
New
–
Increased
6
Reduced
2
Closed
4
Top Buys
| 1 |
Kingsway Financial Services
KFS
|
$1.98M |
| 2 |
First Savings Financial Group
FSFG
|
$1.77M |
| 3 |
Home Federal Bancorp
HFBL
|
$1.37M |
| 4 |
RNDB
Randolph Bancorp, Inc. Common Stock
RNDB
|
$311K |
| 5 |
AAMC
Altisource Asset Mgmt Corp
AAMC
|
$193K |
Top Sells
| 1 |
Amerant Bancorp
AMTB
|
$12.1M |
| 2 |
Eastern Bankshares
EBC
|
$3.86M |
| 3 |
First Bancorp
FBP
|
$1.43M |
| 4 |
Lake Shore Bancorp
LSBK
|
$611K |
| 5 |
AMTBB
Amerant Bancorp Inc. Class B Common Stock
AMTBB
|
$582K |
Sector Composition
| 1 | Financials | 71.31% |
| 2 | Consumer Discretionary | 23.96% |
| 3 | Real Estate | 4.48% |
