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
$85.5M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$2.81M
2 +$68.1K
3 +$28.6K
4
TKR icon
Timken Company
TKR
+$10.6K
5
APA icon
APA Corp
APA
+$7.69K

Top Sells

1 +$8.55M
2 +$2.06M
3 +$906K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$840K
5
MCK icon
McKesson
MCK
+$540K

Sector Composition

1 Healthcare 18.2%
2 Industrials 15.03%
3 Financials 11.24%
4 Consumer Staples 10.4%
5 Technology 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-11,164