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
$91.7M
AUM Growth
-$1.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$1.58M
2 +$253K
3 +$232K
4
QCOM icon
Qualcomm
QCOM
+$189K
5
APA icon
APA Corp
APA
+$165K

Top Sells

1 +$1.71M
2 +$283K
3 +$204K
4
TGT icon
Target
TGT
+$187K
5
EEP
Enbridge Energy Partners
EEP
+$105K

Sector Composition

1 Healthcare 16.48%
2 Industrials 14.02%
3 Financials 10.82%
4 Consumer Staples 10.72%
5 Technology 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-6,169
77
-6,732
78
-21,883