M
Small Cap Bank's Outperform

LILPIGGY

Index Performance

+24.64%
LILPIGGY
+6.67%
QQQ
+11.64%
VO
+24.57%
KBWB
Aug 29, 2024Sep 10, 2024Sep 19, 2024Sep 30, 2024Oct 8, 2024Oct 16, 2024Oct 24, 2024Nov 1, 2024Nov 11, 2024Nov 22, 2024-10%0%10%20%30%

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?
Sectors
  • Finance
    100.00%

Holdings

All holdings as of November 22, 2024
CSV download
OP Bancorp (OPBK)6.27%$254.17M16.28%N/A0.68
Northeast Community Bancorp, Inc. (NECB)5.89%$422.30M15.99%N/A2.20
Hanover Bancorp, Inc. (HNVR)5.83%$171.23M25.08%N/A1.97
Dime Community Bancshares, Inc. (DCOM)5.78%$1.59B4.09%N/A2.10
Columbia Banking System, Inc. (COLB)5.63%$6.63B2.00%N/A3.08
Valley National Bancorp (VLY)5.42%$5.83B5.89%N/A2.32
Peoples Financial Services Corp. (PFIS)5.42%$564.60M74.37%N/A2.79
Sandy Spring Bancorp, Inc. (SASR)5.38%$1.71B5.57%N/A3.03
MidWestOne Financial Group, Inc. (MOFG)5.35%$700.11M-177.53%N/A4.90
OceanFirst Financial Corp. (OCFC)5.31%$1.22B4.14%N/A3.29
Orrstown Financial Services, Inc. (ORRF)5.25%$784.94M113.44%N/A3.48
Provident Financial Services, Inc. (PFS)5.20%$2.79B96.93%N/A4.93
Community West Bancshares (CVCY)5.03%$413.39M65.39%N/A3.56
Hope Bancorp, Inc. (HOPE)4.98%$1.67B-15.58%N/A1.55
Sierra Bancorp (BSRR)4.88%$466.21M4.87%N/A2.99
Bank of the James Financial Group, Inc. (BOTJ)4.83%$67.01M15.33%N/A1.02
CB Financial Services, Inc. (CBFV)4.68%$153.71M14.06%N/A0.58
United Bancorp, Inc. (Ohio) (UBCP)4.65%$76.47M5.13%N/A4.69
TCFC Finance Ltd. (532284)4.21%$8.28M-54.87%91.73%5.08
Market data by FactSet