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
$84.9M
AUM Growth
+$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$206K
3 +$188K
4
APA icon
APA Corp
APA
+$155K
5
SLB icon
SLB Ltd
SLB
+$139K

Top Sells

1 +$990K
2 +$511K
3 +$221K
4
MMM icon
3M
MMM
+$147K
5
TSN icon
Tyson Foods
TSN
+$80.8K

Sector Composition

1 Technology 15.4%
2 Consumer Staples 14.03%
3 Industrials 13.93%
4 Financials 13.21%
5 Healthcare 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$208K 0.25%
2,575
-1,000
77
$206K 0.24%
+3,588
78
$181K 0.21%
2,158
79
$58K 0.07%
11,610
80
-1,700
81
-18,363