SCP

Siena Capital Partners Portfolio holdings

AUM $372M
1-Year Est. Return 6.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.65%
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
110
New
Increased
Reduced
Closed

Top Buys

1 +$16.1M
2 +$3.57M
3 +$3.17M
4
FCBC icon
First Community Bankshares
FCBC
+$3.03M
5
BCAL icon
Southern California Bancorp
BCAL
+$2.9M

Top Sells

1 +$1.77M
2 +$1.4M

Sector Composition

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