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
$278M
AUM Growth
-$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Sells

1 +$1.95M
2 +$1.12M
3 +$312K
4
BRBS icon
Blue Ridge Bankshares
BRBS
+$37.7K

Sector Composition

1 Financials 53.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-72,041