SVBP
Strategic Value Bank Partners Portfolio holdings
AUM
$175M
This Quarter Return
+1.16%
1 Year Return
+14.89%
3 Year Return
+24.98%
5 Year Return
–
10 Year Return
–
AUM
$145M
AUM Growth
+$145M
(+32%)
Cap. Flow
+$36.5M
Cap. Flow
% of AUM
25.13%
Top 10 Holdings %
Top 10 Hldgs %
80.64%
Holding
22
New
5
Increased
4
Reduced
–
Closed
3
Top Buys
| 1 |
SSBK
Southern States Bancshares
SSBK
|
$19.6M |
| 2 |
Texas Capital Bancshares
TCBI
|
$15.2M |
| 3 |
BankFinancial
BFIN
|
$6.68M |
| 4 |
SB Financial Group
SBFG
|
$3.01M |
| 5 |
Berkshire Hills Bancorp
BHLB
|
$2.74M |
Top Sells
| 1 |
Synovus
SNV
|
$7.96M |
| 2 |
United Bankshares
UBSI
|
$3.54M |
| 3 |
FCCY
1st Constitution Bancorp
FCCY
|
$1.4M |
Sector Composition
| 1 | Financials | 100% |
