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

Top Buys

1 +$2.63M
2 +$271K
3 +$240K
4
SLB icon
SLB Ltd
SLB
+$218K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$214K

Top Sells

1 +$458K
2 +$81.6K
3 +$71.5K
4
VZ icon
Verizon
VZ
+$50.6K
5
CVX icon
Chevron
CVX
+$45.5K

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