M
Small Cap Bank's Outperform

LILPIGGY

Index Performance

+11.91%
LILPIGGY
-0.96%
QQQ
+6.82%
VO
+8.53%
KBWB

Overview

Description

A collection of small cap banks that should outperform in the long run. Healthy balance sheets, earnings and rev growth. Quarterly rebalance.

  • TickerLILPIGGY
  • Inception Date05/10/2024
  • WeightingEqual
  • # of holdings19
What's inside?

Holdings

All holdings as of October 17, 2024
CSV download
Northeast Community Bancorp, Inc. (NECB)5.98%$389.49M24.74%N/A1.78
Dime Community Bancshares, Inc. (DCOM)5.52%$1.23B6.30%N/A2.13
Columbia Banking System, Inc. (COLB)5.49%$5.80B4.10%N/A2.77
OceanFirst Financial Corp. (OCFC)5.45%$1.12B7.38%N/A3.00
Valley National Bancorp (VLY)5.42%$4.79B3.61%N/A2.02
Orrstown Financial Services, Inc. (ORRF)5.41%$725.83M14.47%N/A2.23
Provident Financial Services, Inc. (PFS)5.38%$2.57B59.54%N/A4.87
Hope Bancorp, Inc. (HOPE)5.34%$1.61B-10.01%N/A1.33
MidWestOne Financial Group, Inc. (MOFG)5.29%$595.57M34.40%N/A2.60
Peoples Financial Services Corp. (PFIS)5.27%$483.93M3.72%N/A2.62
OP Bancorp (OPBK)5.27%$191.81M14.20%N/A0.96
TCFC Finance Ltd. (532284)5.26%$9.36M-6.38%97.66%N/A
Sandy Spring Bancorp, Inc. (SASR)5.19%$1.50B5.35%N/A2.75
Hanover Bancorp, Inc. (HNVR)5.14%$147.79M38.13%N/A2.20
CB Financial Services, Inc. (CBFV)4.98%$145.75M11.90%N/A0.18
United Bancorp, Inc. (Ohio) (UBCP)4.95%$73.62M7.07%N/A4.54
Community West Bancshares (CVCY)4.90%$363.47M64.60%N/A4.22
Bank of the James Financial Group, Inc. (BOTJ)4.89%$59.84M16.18%N/A0.86
Sierra Bancorp (BSRR)4.85%$415.63M4.93%N/A2.68
Market data by FactSet