SVBP

Strategic Value Bank Partners Portfolio holdings

AUM $146M
1-Year Est. Return 11.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$647K
2 +$570K
3 +$106K
4
FCCO icon
First Community Corp
FCCO
+$14.2K

Top Sells

1 +$1.14M

Sector Composition

1 Financials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-42,446