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
$319M
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$3.29M
2 +$509K
3 +$487K
4
FCAP icon
First Capital
FCAP
+$241K
5
FINW icon
FinWise Bancorp
FINW
+$233K

Sector Composition

1 Financials 56.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
0
52
-13,285