SNBOSCI

Security National Bank of Sioux City Iowa Portfolio holdings

AUM $156M
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$85M
AUM Growth
-$6.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$1.17M
2 +$1.12M
3 +$261K
4
APA icon
APA Corp
APA
+$136K
5
IBM icon
IBM
IBM
+$107K

Top Sells

1 +$1.18M
2 +$1.18M
3 +$344K
4
EEP
Enbridge Energy Partners
EEP
+$238K
5
PAA icon
Plains All American Pipeline
PAA
+$223K

Sector Composition

1 Healthcare 15.13%
2 Industrials 14.9%
3 Consumer Staples 11.51%
4 Financials 10.79%
5 Technology 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-12,761
77
-7,155