SCP

Siena Capital Partners Portfolio holdings

AUM $342M
1-Year Est. Return 11.92%
This Quarter Est. Return
1 Year Est. Return
+11.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.6M
AUM Growth
-$7.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$3.27M
2 +$348K
3 +$37.3K

Top Sells

1 +$3.25M
2 +$2.02M
3 +$609K
4
OVLY icon
Oak Valley Bancorp
OVLY
+$38.7K

Sector Composition

1 Financials 96.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
0
27
-131,105
28
0
29
-56,338