SV
Stilwell Value Portfolio holdings
AUM
$205M
This Quarter Return
+3.36%
1 Year Return
+94.73%
3 Year Return
+177.91%
5 Year Return
+446.72%
10 Year Return
+563.54%
AUM
$167M
AUM Growth
+$167M
(+26%)
Cap. Flow
+$34.5M
Cap. Flow
% of AUM
20.69%
Top 10 Holdings %
Top 10 Hldgs %
91.37%
Holding
45
New
4
Increased
6
Reduced
2
Closed
5
Top Buys
Top Sells
| 1 |
OFG Bancorp
OFG
|
$3.29M |
| 2 |
CNNB
CINCINNATI BANCORP
CNNB
|
$2.12M |
| 3 |
Kingsway Financial Services
KFS
|
$1.42M |
| 4 |
Lyft
LYFT
|
$551K |
| 5 |
QuantumScape
QS
|
$455K |
Sector Composition
| 1 | Consumer Discretionary | 39.29% |
| 2 | Financials | 37.28% |
| 3 | Real Estate | 21.86% |
| 4 | Energy | 0.13% |
| 5 | Technology | 0% |
