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Home > Institutional Investor > Siena Capital Llc > Profile

Instuitional Investor - Siena Capital Llc

Fund Profile
Filing Period:
Fund Name: Siena Capital Llc
Portfolio Value $153,430,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Procter & Gamble Co
 PG 144,085 $18,191,000 11.85%
2.
Ishares Iboxx $ High Yield Corporate Bond
 121,832 $8,698,000 5.66%
3.
Vanguard Intl Equity Index Funds
 VWO 215,605 $7,867,000 5.12%
4.
Apple Inc.
 AAPL 51,724 $7,148,000 4.65%
5.
Microsoft Corp
 MSFT 28,701 $6,685,000 4.35%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)