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
$131M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.83M
2 +$1.58M
3 +$567K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$527K
5
AAPL icon
Apple
AAPL
+$360K

Sector Composition

1 Technology 17.21%
2 Financials 15.05%
3 Industrials 12.67%
4 Healthcare 11.85%
5 Consumer Staples 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,070