SNBOSCI

Security National Bank of Sioux City Iowa Portfolio holdings

AUM $154M
1-Year Est. Return 12.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.35%
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
+$1.88M
2
+$1.48M
3
+$1.28M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$959K
5
AAPL icon
Apple
AAPL
+$727K

Top Sells

1
+$3.35M
2
+$1.47M
3
+$1.24M
4
LMT icon
Lockheed Martin
LMT
+$739K
5
MSFT icon
Microsoft
MSFT
+$675K

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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