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
$164M
AUM Growth
+$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$4.31M
2 +$1.57M
3 +$1.24M
4
ABBV icon
AbbVie
ABBV
+$1.24M
5
NVDA icon
NVIDIA
NVDA
+$938K

Top Sells

1 +$2.11M
2 +$400K
3 +$28.6K
4
VUG icon
Vanguard Growth ETF
VUG
+$21.1K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$18.4K

Sector Composition

1 Technology 20.48%
2 Financials 19.68%
3 Industrials 12.36%
4 Consumer Staples 10.1%
5 Healthcare 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$221K 0.13%
+2,994
102
$216K 0.13%
+4,755
103
$215K 0.13%
12,400
104
$200K 0.12%
+4,274
105
$95K 0.06%
21,100
106
-14,057