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
$88.4M
AUM Growth
+$3.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$1.66M
2 +$264K
3 +$57.3K
4
PRU icon
Prudential Financial
PRU
+$55.6K
5
KO icon
Coca-Cola
KO
+$33.1K

Top Sells

1 +$1.38M
2 +$359K
3 +$124K
4
XOM icon
Exxon Mobil
XOM
+$61.9K
5
KMB icon
Kimberly-Clark
KMB
+$29.7K

Sector Composition

1 Energy 14.45%
2 Healthcare 13.42%
3 Consumer Staples 13.31%
4 Industrials 13.16%
5 Technology 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-17,853
77
-7,796