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
$153M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$2.26M
2 +$1.84M
3 +$1.78M
4
FFWM icon
First Foundation Inc
FFWM
+$1.16M
5
PGC icon
Peapack-Gladstone Financial
PGC
+$959K

Top Sells

1 +$5.95M
2 +$62.5K

Sector Composition

1 Financials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$259K 0.17%
+14,443
27
-932,491