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
$73.9M
AUM Growth
+$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$861K
2 +$786K
3 +$402K
4
RTN
Raytheon Company
RTN
+$218K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$217K

Top Sells

1 +$1.13M
2 +$662K
3 +$430K
4
LMT icon
Lockheed Martin
LMT
+$429K
5
AFL icon
Aflac
AFL
+$214K

Sector Composition

1 Industrials 18.67%
2 Healthcare 16.05%
3 Consumer Staples 11.9%
4 Financials 11.57%
5 Technology 10.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,196