CIK: 0001165248
Total reported value
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 54.01% | — | +120.00% | |
| 2 | FFWM | First Foundation INC | Stock-Other | 17.97% | — | +142.90% | |
| 3 | BWFG | Bankwell Financial Group INC | Stock-Other | 10.79% | — | — | |
| 4 | UNTY | Unity Bancorp INC | Stock-Other | 8.52% | — | -4.92% | |
| 5 | USCB | Uscb Financial Holdings INC | Stock-Other | 6.91% | — | — | |
| 6 | ✓ | Codorus Vy Bancorp INC | Stock-Other | 1.81% | — | -39.48% |