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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
$143M
AUM Growth
-$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.11M
3
+$564K
4
LRCX icon
Lam Research
LRCX
+$554K
5
JPM icon
JPMorgan Chase
JPM
+$464K

Top Sells

1
+$4.31M
2
+$1.57M
3
+$1.53M
4
PM icon
Philip Morris
PM
+$1.24M
5
ABBV icon
AbbVie
ABBV
+$1.12M

Sector Composition

1 Technology 23.54%
2 Financials 16.88%
3 Industrials 13.17%
4 Consumer Staples 9.24%
5 Healthcare 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-4,274
102
– –
-5,689
103
– –
-15,001
104
– –
-15,001
105
– –
-17,000
106
– –
-8,760
107
– –
-10,199
108
– –
-20,224
109
– –
-11,450
110
– –
-24,162
111
– –
-4,755
1 2 3 4
5