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SNBOSCI

Security National Bank of Sioux City Iowa Portfolio holdings

AUM $169M
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$3.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.4M
3
+$1.31M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$909K
5
AAPL icon
Apple
AAPL
+$688K

Top Sells

1
+$3.36M
2
+$1.39M
3
+$1.25M
4
LMT icon
Lockheed Martin
LMT
+$739K
5
USB icon
US Bancorp
USB
+$648K

Sector Composition

1 Technology 19.87%
2 Industrials 14.25%
3 Financials 12.15%
4 Consumer Staples 10.41%
5 Healthcare 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
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