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
$96.2M
AUM Growth
+$6.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$2.65M
2 +$270K
3 +$250K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$226K
5
SLB icon
SLB Ltd
SLB
+$224K

Top Sells

1 +$447K
2 +$86.1K
3 +$73.5K
4
VZ icon
Verizon
VZ
+$54.1K
5
CVX icon
Chevron
CVX
+$49.2K

Sector Composition

1 Healthcare 17.22%
2 Industrials 16.8%
3 Financials 13.47%
4 Technology 11.34%
5 Energy 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$5K 0.01%
140