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

Top Buys

1 +$2.79M
2 +$77.2K
3 +$29.4K
4
TKR icon
Timken Company
TKR
+$12.2K
5
APA icon
APA Corp
APA
+$9.03K

Top Sells

1 +$8.55M
2 +$2.06M
3 +$906K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$840K
5
DLR icon
Digital Realty Trust
DLR
+$571K

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
-14,300