SCP
Siena Capital Partners Portfolio holdings
AUM
$372M
1-Year Est. Return
6.65%
This Fund
S&P 500
1 Year Est. Return
+6.65%
AUM
$372M
AUM Growth
+$23.1M
(+6.6%)
Holding
109
Top Buys
| 1 | +$3.28M | |
| 2 | +$3.1M | |
| 3 | +$2.95M | |
| 4 |
FS Bancorp
FSBW
|
+$1.28M |
| 5 |
Horizon Bancorp
HBNC
|
+$1.15M |
Top Sells
| 1 | +$4.59M | |
| 2 | +$3.14M | |
| 3 | +$2.1M | |
| 4 |
Plumas Bancorp
PLBC
|
+$2.05M |
| 5 |
Independent Bank
INDB
|
+$1.57M |
Sector Composition
| 1 | Financials | 46.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
WSFS Financial
WSFS
$3.47B
| – | – |
0
|
|