SNBOSCI

Security National Bank of Sioux City Iowa Portfolio holdings

AUM $154M
1-Year Est. Return 12.25%
This Quarter Est. Return
1 Year Est. Return
+12.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$1.36M
3
+$251K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$239K
5
NVDA icon
NVIDIA
NVDA
+$228K

Top Sells

1
+$633K
2
+$516K
3
+$421K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$320K
5
WFC icon
Wells Fargo
WFC
+$273K

Sector Composition

1 Technology 19.62%
2 Financials 14.05%
3 Industrials 13.26%
4 Healthcare 12.07%
5 Consumer Staples 10.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 1.32%
10,992
-100
27
$1.41M 1.32%
5,903
-77
28
$1.36M 1.28%
+15,282
29
$1.33M 1.24%
21,509
-3,004
30
$1.31M 1.23%
12,229
-330
31
$1.27M 1.19%
9,134
-325
32
$1.26M 1.19%
14,442
-145
33
$1.24M 1.16%
10,638
-371
34
$1.24M 1.16%
14,895
-50
35
$1.23M 1.15%
6,339
-10
36
$1.2M 1.13%
22,208
-310
37
$1.2M 1.12%
32,934
-635
38
$1.1M 1.03%
14,287
-165
39
$1.1M 1.03%
18,543
-565
40
$1.09M 1.02%
23,584
-755
41
$1.03M 0.97%
7,607
-45
42
$981K 0.92%
15,440
-555
43
$960K 0.9%
21,390
-850
44
$946K 0.89%
23,134
-400
45
$943K 0.88%
19,102
-8,518
46
$879K 0.82%
56,487
-1,210
47
$848K 0.79%
13,299
-305
48
$808K 0.76%
8,559
-370
49
$789K 0.74%
12,758
-351
50
$786K 0.74%
5,325
-110
1
2
3 4