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
$164M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$1.57M
3
+$1.24M
4
ABBV icon
AbbVie
ABBV
+$1.24M
5
NVDA icon
NVIDIA
NVDA
+$938K

Top Sells

1
+$2.11M
2
+$400K
3
+$28.6K
4
VUG icon
Vanguard Growth ETF
VUG
+$21.1K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$18.4K

Sector Composition

1 Technology 20.48%
2 Financials 19.68%
3 Industrials 12.36%
4 Consumer Staples 10.1%
5 Healthcare 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.8%
5,006
+9
52
$1.29M 0.79%
25,108
53
$1.26M 0.77%
8,756
+7
54
$1.24M 0.76%
+10,199
55
$1.2M 0.73%
16,630
+37
56
$1.17M 0.71%
4,028
+109
57
$1.09M 0.66%
22,218
+101
58
$1.05M 0.64%
10,398
59
$1.03M 0.63%
4,656
+156
60
$1.02M 0.62%
4,833
+2,560
61
$994K 0.61%
6,986
+57
62
$935K 0.57%
11,844
+17
63
$755K 0.46%
+11,450
64
$734K 0.45%
9,771
+200
65
$729K 0.45%
8,760
+42
66
$658K 0.4%
1,126
67
$628K 0.38%
+4,100
68
$622K 0.38%
+15,001
69
$527K 0.32%
32,825
-500
70
$510K 0.31%
+15,001
71
$432K 0.26%
9,439
-300
72
$431K 0.26%
+8,450
73
$395K 0.24%
12,977
74
$390K 0.24%
682
-50
75
$387K 0.24%
3,959
1 2
3
4 5