SNBOSD

Security National Bank of So Dak Portfolio holdings

AUM $199M
1-Year Est. Return 15.29%
This Quarter Est. Return
1 Year Est. Return
+15.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$70.7M
AUM Growth
-$468K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$430K
2 +$428K
3 +$384K
4
MCK icon
McKesson
MCK
+$373K
5
CMI icon
Cummins
CMI
+$353K

Top Sells

1 +$3.88M
2 +$2.48M
3 +$739K
4
DVY icon
iShares Select Dividend ETF
DVY
+$657K
5
WOR icon
Worthington Enterprises
WOR
+$445K

Sector Composition

1 Industrials 18.36%
2 Healthcare 14.68%
3 Consumer Staples 12.04%
4 Financials 11.59%
5 Technology 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-67,367