SVBP

Strategic Value Bank Partners Portfolio holdings

AUM $141M
1-Year Est. Return 8.87%
This Quarter Est. Return
1 Year Est. Return
+8.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$4.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$7.84M
2 +$6.13M
3 +$5.82M
4
RF icon
Regions Financial
RF
+$5.71M
5
KEY icon
KeyCorp
KEY
+$4.38M

Top Sells

1 +$3.1M
2 +$281K
3 +$209K
4
SSBK
Southern States Bancshares
SSBK
+$23

Sector Composition

1 Financials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.25M 0.74%
44,779
-7,456
27
-136,943