SNBOSCI
Security National Bank of Sioux City Iowa Portfolio holdings
AUM
$142M
1-Year Return
11.82%
This Quarter Return
-5.3%
1 Year Return
+11.82%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$112M
AUM Growth
-$4.93M
(-4.2%)
Cap. Flow
+$2.28M
Cap. Flow
% of AUM
2.03%
Top 10 Holdings %
Top 10 Hldgs %
30.78%
Holding
93
New
4
Increased
40
Reduced
24
Closed
1
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$426K |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$289K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$246K |
| 4 |
Amazon
AMZN
|
$244K |
| 5 |
Vanguard Value ETF
VTV
|
$217K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$227K |
| 2 |
Nucor
NUE
|
$67.6K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$31.5K |
| 4 |
PepsiCo
PEP
|
$25.6K |
| 5 |
Exxon Mobil
XOM
|
$18.8K |
Sector Composition
| 1 | Technology | 18.4% |
| 2 | Financials | 14.69% |
| 3 | Industrials | 12.68% |
| 4 | Healthcare | 11.1% |
| 5 | Consumer Staples | 9.95% |
