SCP

Siena Capital Partners Portfolio holdings

AUM $349M
1-Year Est. Return 7.26%
This Quarter Est. Return
1 Year Est. Return
+7.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$281M
AUM Growth
+$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$17.7M
2 +$3.43M
3 +$3.31M
4
FHN icon
First Horizon
FHN
+$3M
5
COLB icon
Columbia Banking Systems
COLB
+$2.72M

Top Sells

1 +$1.73M
2 +$1.52M

Sector Composition

1 Financials 52.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-121,699
52
0